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Sponsor portfolio

ENTERPRISE FINANCIAL GROUP, INC.

EIN 73-1027611-automotive-Latest filing 2025
Plans
3
Retirement
1
$14.3M assets
Welfare
2
$237K premiums
Participants
432
122 WEST CARPENTER FREEWAY, SUITE 600 - IRVING, TX 75039972-445-8300LinkedIn51-200 employeesautomotive
Plans on this EIN
3 filings
#001401k-$14.3M - 163 part#502Mixed-$237K - 197 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $237K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$133K
  • Short-term disability$133K
  • Long-term disability$133K
  • Other$133K
  • Dental$103K
  • Vision$103K
Total $237K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA56%
  • METROPOLITAN LIFE INSURANCE COMPANY44%
Total $237K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $18K1 slice

Plan deep-dives

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

ENTERPRISE FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN

401k

Assets$14.3M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ENTERPRISE FINANCIAL GROUP, INC. DENTAL, VISION, LIFE AND DISABILITY PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$237K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

ENTERPRISE FINANCIAL GROUP, INC. HEALTH PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENTERPRISE FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN401k$14.3M1632024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ENTERPRISE FINANCIAL GROUP, INC. DENTAL, VISION, LIFE AND DISABILITY PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$237K1972025
501ENTERPRISE FINANCIAL GROUP, INC. HEALTH PLANSelf Funded-$002025
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