Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$444K
- Vision$376K
- Long-term disability$343K
- Other$107K
- Dental$106K
Sponsor portfolioTH
DANIEL J. EDELMAN HOLDINGS, INC.
EIN 80-0830746Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$543.7M assets
Welfare
1
$1.4M premiums
Participants
8,566
111 N CANAL ST, SUITE 1100 - CHICAGO, IL 60606312-240-3000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 7,295 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY57%
- VISION SERVICE PLAN27%
- AETNA LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA4%
Broker market share
Schedule A broker compensation
87%top
- MERCER HEALTH AND BENEFITS, LLC87%
- AON CONSULTING INC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN
401k
Assets$543.7M
Participants5,561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
DANIEL J. EDELMAN HOLDINGS, INC. HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives7,295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DANIEL J. EDELMAN HOLDINGS, INC. PROFIT SHARING PLAN | 401k | $543.7M | 5,561 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | DANIEL J. EDELMAN HOLDINGS, INC. HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.4M | 7,295 | 2024 |
Retirement plans
Welfare plans