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Sponsor portfolio

EBIX, INC.

EIN 77-0021975-computer software-Latest filing 2024
Plans
2
Retirement
1
$47.2M assets
Welfare
1
$2.2M premiums
Participants
678
ONE EBIX WAY - JOHNS CREEK, GA 30097678-281-0302LinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$47.2M - 460 part#501Fully Insured-$2.2M - 367 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 367 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$1.9M
  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$333K
  • Other$256K
  • Long-term disability$255K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • BLUE CROSS OF CALIFORNIA73%
  • ANTHEM LIFE INSURANCE COMPANY15%
  • SUN LIFE ASSURANCE COMPANY OF CANADA12%
  • HARTFORD LIFE AND ACCIDENT0%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • +1 more
Total $2.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • GCG FINANCIAL LLC92%
  • HUB INTERNATIONAL MIDWEST LIMITED7%
  • AXIS BENEFITS CONSULTANTS, INC.0%
  • BENEFIT ADVISORS NETWORK LLC0%
Total $89K4 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

EBIX, INC. CASH OPTION PROFIT SHARING TRUST

401k

Assets$47.2M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EBIX, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC

Premiums$2.2M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EBIX, INC. CASH OPTION PROFIT SHARING TRUST401k$47.2M4602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EBIX, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA INC$2.2M3672024
Retirement plans
Welfare plans
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