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Sponsor portfolio

EDSA INC.

EIN 59-1265229-architecture & planning-Latest filing 2025
Plans
3
Retirement
1
$42.0M assets
Welfare
2
$4.8M premiums
Participants
503
1512 E BROWARD BLVD STE 110 - FORT LAUDERDALE, FL 333012126954-524-3330edsaplan.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$42.0M - 233 part#504Fully Insured-$2.5M - 285 lives#501Fully Insured-$2.3M - 149 lives

Benefits portfolio analytics

2 plans / $4.8M premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$4.4M
  • Other$2.5M
  • Prescription drug$2.2M
  • Life$171K
  • Short-term disability$162K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • EYEMED VISION CARE0%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $4.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • MARK EDWARD PARTNERS LLC2%
  • DEBORAH BOURSSIQUOT0%
  • MARSH & MCLENNAN AGENCY LLC0%
  • CALEB WILSON0%
  • +3 more
Total $232K8 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

EDSA EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k

Assets$42.0M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

EDSA, INC. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.5M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

EDSA WELFARE BENEFIT PLAN LIFE, STD, LTD, VISION AND OTHER

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDSA EMPLOYEE SAVINGS AND PROFIT SHARING PLAN401k$42.0M2332024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504EDSA, INC. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.5M2852025
501EDSA WELFARE BENEFIT PLAN LIFE, STD, LTD, VISION AND OTHERFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M1492025
Retirement plans
Welfare plans
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