Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$182K
- Vision$168K
- Life$168K
- Short-term disability$168K
- Long-term disability$168K
- Dental$100K
Sponsor portfolio
CHANGEIS, INC.
EIN 51-0661181management consultingLatest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$282K premiums
Participants
394
1530 WILSON BOULEVARD, SUITE 700 - ARLINGTON, VA 22209703-348-9669changeis.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $282K premiums / 378 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- METROPOLITAN LIFE INSURANCE COMPANY65%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY35%
Broker market share
Schedule A broker compensation
54%top
- PATRIOT GROWTH INSURANCE SERVICES54%
- GIS BENEFITS INC25%
- THE BUSINESS BENEFITS GROUP, INC.21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CHANGEIS, INC. 401(K)
401k
Assets$9.6M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CHANGEIS WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$282K
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHANGEIS, INC. 401(K) | 401k | $9.6M | 221 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHANGEIS WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $282K | 378 | 2025 |
Retirement plans
Welfare plans