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Sponsor portfolio

EDF TRADING NORTH AMERICA, LLC

EIN 86-1065045-Latest filing 2025
Plans
2
Retirement
1
$89.3M assets
Welfare
1
$4.5M premiums
Participants
812
601 TRAVIS STREET, SUITE 1700 - HOUSTON, TX 77002281-653-1053
Plans on this EIN
2 filings
#001401k-$89.3M - 571 part#501Mixed-$4.5M - 519 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 519 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$314K
  • Vision$314K
  • Other$287K
  • Life$224K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • STARMOUNT LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $4.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $30K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EDF TRADING, N.A. 401(K) PLAN

401k

Assets$89.3M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EDF TRADING NORTH AMERICA, LLC EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.5M
Covered lives519
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EDF TRADING, N.A. 401(K) PLAN401k$89.3M5712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EDF TRADING NORTH AMERICA, LLC EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF TEXAS$4.5M5192025
Retirement plans
Welfare plans
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