Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Life$100K
- Short-term disability$100K
- Long-term disability$100K
- +1 more
Sponsor portfolio
FACET WEALTH, INC.
EIN 81-3453207Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$24.5M assets
Welfare
1
$2.2M premiums
Participants
446
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 279 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- AETNA LIFE INSURANCE COMPANY95%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
72%top
- MARSH & MCLENNAN AGENCY LLC72%
- JAMES R NELLIGAN & ASSOCIATES LLC18%
- NFP INSURANCE SERVICES INC5%
- TOTALIS BENEFITS4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FACET WEALTH, INC. 401(K) PLAN
401k
Assets$24.5M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
FACET WEALTH WRAP BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.2M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FACET WEALTH, INC. 401(K) PLAN | 401k | $24.5M | 278 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | FACET WEALTH WRAP BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.2M | 279 | 2025 |
Retirement plans
Welfare plans