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Sponsor portfolio

EDG, INC.

EIN 72-1087181-oil & energy-Latest filing 2024
Plans
2
Retirement
1
$123.0M assets
Welfare
1
$5.6M premiums
Participants
1,008
3900 N. CAUSEWAY BLVD, SUITE 700 - METAIRIE, LA 700021763504-455-0858edg.netLinkedIn501-1000 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$123.0M - 592 part#501Fully Insured-$5.6M - 801 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 801 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$247K
Total $5.6M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • EYEMED VISION CARE0%
Total $5.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GALLAGHER BENEFIT SERVICES, INC.48%
  • ROGERS BENEFIT GROUP INC37%
  • ASSUREDPARTNERS11%
  • BENPRO, LLC4%
  • EDWARD BASSO1%
Total $312K5 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

EDG, INC. EMPLOYEES SAVINGS TRUST

401k

Assets$123.0M
Participants592
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENGINEERING DEVELOPMENT GROUP, INC. FLEXIBLE

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$5.6M
Covered lives801
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDG, INC. EMPLOYEES SAVINGS TRUST401k$123.0M5922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENGINEERING DEVELOPMENT GROUP, INC. FLEXIBLEFully InsuredAETNA LIFE INSURANCE CO.$5.6M8012024
Retirement plans
Welfare plans
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