Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1K
- Other$1K
Sponsor portfolio
SITUATION MARKETING LLC
EIN 73-1693115performing artsLatest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1K premiums
Participants
239
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1K premiums / 102 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SITUATION MARKETING 401(K) PLAN
401k
Assets$14.0M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SITUATION MARKETING LLC DBA SITUATION INTERACTIVE LIFE AND AD&D PLAN
Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Premiums$1K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SITUATION MARKETING 401(K) PLAN | 401k | $14.0M | 137 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SITUATION MARKETING LLC DBA SITUATION INTERACTIVE LIFE AND AD&D PLAN | Fully Insured | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK | $1K | 102 | 2025 |
Retirement plans
Welfare plans