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Sponsor portfolio

EDWARDS, INC.

EIN 56-1429918-construction-Latest filing 2025
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$488K premiums
Participants
793
4119 SHEEP PASTURE RD. - SPRING HOPE, NC 27882252-478-4661edwardsinc.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$19.2M - 451 part#505Mixed-$488K - 392 lives

Benefits portfolio analytics

1 plan / $488K premiums / 392 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$488K
  • Life$384K
  • Vision$318K
  • Short-term disability$318K
  • Long-term disability$318K
Total $488K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA35%
Total $488K2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • OAKBRIDGE INSURANCE AGENCY, LLC59%
  • KATHRYN D KETTER30%
  • BENEFITS COUNT INC3%
  • ARTHUR WAYNE JORDAN JR3%
  • SUNLAND FINANCIAL SERVICES LL2%
  • +3 more
Total $73K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EDWARDS, INC. SAVINGS PLUS PLAN

401k

Assets$19.2M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

EDWARDS, INC. EMPLOYEE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$488K
Covered lives392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDWARDS, INC. SAVINGS PLUS PLAN401k$19.2M4512024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505EDWARDS, INC. EMPLOYEE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$488K3922025
Retirement plans
Welfare plans
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