Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$437K
- Life$261K
- Dental$229K
- Vision$229K
- Short-term disability$229K
- Long-term disability$229K
- +1 more
Sponsor portfolio
SIGNATUREFD, LLC
EIN 58-2323085financial servicesLatest filing 2025
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$698K premiums
Participants
278
1230 PEACHTREE STREET, NE, SUITE 1800 - ATLANTA, GA 30309404-253-7600signaturefd.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $698K premiums / 132 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- HCC LIFE INSURANCE COMPANY63%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
- TRANSAMERICA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
90%top
- PATRIOT GROWTH INSURANCE SERVICES90%
- TRUE NETWORD ADVISORS6%
- CHRISTOPHER JAMES CORROW2%
- VOLUNTARY BENEFITS AT WORK1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIGNATUREFD, LLC 401(K) PLAN
401k
Assets$36.1M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SIGNATUREFD, LLC BENEFITS WELFARE PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$698K
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIGNATUREFD, LLC 401(K) PLAN | 401k | $36.1M | 146 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIGNATUREFD, LLC BENEFITS WELFARE PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $698K | 132 | 2025 |
Retirement plans
Welfare plans