Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Dental$2.9M
- Life$2.9M
- Short-term disability$2.9M
- Long-term disability$2.9M
- Vision$173K
Sponsor portfolio
ENVESTNET FINANCIAL TECHNOLOGIES, INC.
EIN 81-2162327Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$347.3M assets
Welfare
1
$3.1M premiums
Participants
3,955
1000 CHESTERBROOK BLVD, SUITE 250 - BERWYN, PA 19312312-827-2800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 1,606 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- SUN LIFE ASSURANCE COMPANY OF CANADA92%
- VISION SERVICE PLAN6%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
98%top
- MARSH & MCLENNAN AGENCY LLC98%
- PAMELA HOOD2%
- ALAN ROMAN0%
- RIGGS COUNSELMAN MICHAELS & DOWNES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENVESTNET 401(K) RETIREMENT PLAN
401k
Assets$347.3M
Participants2,298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
ENVESTNET HEALTH, WELFARE AND INCOME PROTECTION PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$3.1M
Covered lives1,606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENVESTNET 401(K) RETIREMENT PLAN | 401k | $347.3M | 2,298 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | ENVESTNET HEALTH, WELFARE AND INCOME PROTECTION PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.1M | 1,606 | 2024 |
Retirement plans
Welfare plans