Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$303K
- Short-term disability$303K
- Long-term disability$303K
- Other$303K
- Dental$140K
- Vision$140K
Filings through .
Envolve Client Services Group, LLC
EIN 76-0499458Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$25.0M assets
Health & Benefits
1
$443K premiums
Participants
1,953
555 PERKINS EXTENDED, SUITE 200 - MEMPHIS, TN 38117901-435-7700
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $443K premiums / 553 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ENVOLVE EMPLOYEE SAVINGS PLAN
401(k)
Assets$25.0M
Participants1,246
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
ENVOLVE CLIENT SERVICES GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$443K
Covered lives553
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ENVOLVE EMPLOYEE SAVINGS PLAN | 401(k) | $25.0M | 1,246 | 2025 |
- #001 · 401(k) · 20251,246
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ENVOLVE CLIENT SERVICES GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $443K | 553 | 2025 |
- #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025553
Retirement plans
Health & Benefits plans