Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$273K
- Vision$273K
- Life$273K
- Short-term disability$273K
- +1 more
Sponsor portfolioTH
EDGEWOOD COMPANIES
EIN 88-0073008Latest filing 2025
Plans
2
Retirement
1
$11.7M assets
Welfare
1
$2.4M premiums
Participants
841
212 ELKS POINT ROAD, SUITE 230 - ZEPHYR COVE, NV 89448775-588-3468
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 420 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- AETNA LIFE INSURANCE COMPANY89%
- PRINCIPAL LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- LP INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDGEWOOD COMPANIES 401(K) PLAN
401k
Assets$11.7M
Participants530
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EDGEWOOD COMPANIES HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.4M
Covered lives420
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDGEWOOD COMPANIES 401(K) PLAN | 401k | $11.7M | 530 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EDGEWOOD COMPANIES HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.4M | 420 | 2025 |
Retirement plans
Welfare plans