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
Sponsor portfolio
ENVOLVE CLIENT SERVICES GROUP, LLC
EIN 76-0499458Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$443K premiums
Participants
1,788
6075 POPLAR AVENUE, SUITE 220 - MEMPHIS, TN 38119901-435-7700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $443K premiums / 553 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- SUN LIFE ASSURANCE COMPANY OF CANADA68%
- BLUE CROSS OF CALIFORNIA32%
Broker market share
Schedule A broker compensation
67%top
- LOCKTON COMPANIES, LLC67%
- MARC BEASLEY33%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENVOLVE EMPLOYEE SAVINGS PLAN
401k
Assets$19.8M
Participants1,081
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ENVOLVE CLIENT SERVICES GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$443K
Covered lives553
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENVOLVE EMPLOYEE SAVINGS PLAN | 401k | $19.8M | 1,081 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans