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Sponsor portfolioTH

EMPEREON MARKETING, LLC

EIN 84-1442568-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$126K premiums
Participants
569
2222 W. DUNLAP AVE, SUITE 200 - PHOENIX, AZ 85021602-889-3655
Plans on this EIN
2 filings
#001401k-$3.2M - 245 part#506Mixed-$126K - 324 lives

Benefits portfolio analytics

1 plan / $126K premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$110K
  • Life$65K
  • Short-term disability$65K
  • Long-term disability$65K
  • Vision$14K
  • Health$2K
  • +1 more
Total $126K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • AFLAC36%
  • VISION SERVICE PLAN11%
  • HEALTHIEST YOU1%
Total $126K4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MARSH & MCLENNAN AGENCY LLC66%
  • OPTAVISE, LLC34%
  • KRISTA K PRICE0%
  • JEFFREY P PRICE0%
  • MELISSA B BOYLE0%
Total $18K5 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

EMPEREON-CONSTAR 401(K) PLAN

401k

Assets$3.2M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

EMPEREON MARKETING, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$126K
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMPEREON-CONSTAR 401(K) PLAN401k$3.2M2452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506EMPEREON MARKETING, LLC HEALTH AND WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$126K3242025
Retirement plans
Welfare plans
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