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  2. ANTHOLOGY INC.
Sponsor portfolio

ANTHOLOGY INC.

EIN 65-0518155-e-learning-Latest filing 2024
Plans
2
Retirement
1
$270.1M assets
Welfare
1
$1.1M premiums
Participants
3,602
5201 CONGRESS AVE - BOCA RATON, FL 33487561-923-2500anthology.comLinkedIn1001-5000 employeese-learning
Plans on this EIN
2 filings
#001401k-$270.1M - 2,189 part#501Mixed-$1.1M - 2,019 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 2,019 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$481K
  • Other$481K
  • Long-term disability$278K
  • Short-term disability$142K
  • Vision$126K
  • Health$35K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • METROPOLITAN LIFE INSURANCE COMPANY49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
  • VISION SERVICE PLAN12%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • CUSTOM BENEFIT PROGRAMS INC44%
  • AON CONSULTING INC38%
  • RED GATE GROUP LLC18%
Total $56K3 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

ANTHOLOGY INC. RETIREMENT PLAN

401k

Assets$270.1M
Participants2,189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ANTHOLOGY HEALTH & WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives2,019
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANTHOLOGY INC. RETIREMENT PLAN401k$270.1M2,1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ANTHOLOGY HEALTH & WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$1.1M2,0192024
Retirement plans
Welfare plans
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