Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Life$3.1M
- Long-term disability$3.1M
- Stop-loss$3.0M
- Dental$1.9M
- Health$1.1M
- +3 more
Sponsor portfolio
EDELMAN FINANCIAL ENGINES, LLC
EIN 94-3250323financial servicesLatest filing 2025
Plans
2
Retirement
1
$598.8M assets
Welfare
1
$9.9M premiums
Participants
4,042
3315 SCOTT BLVD 4TH FLOOR, - SANTA CLARA, CA 95054408-498-6000edelmanfinancialengines.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.9M premiums / 3,031 covered livesCarrier market share
Premium dollars by Schedule A carrier
35%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA35%
- WESTPORT INSURANCE CORPORATION31%
- METROPOLITAN LIFE INSURANCE COMPANY20%
- KAISER FOUNDATION HEALTH PLAN INC11%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDELMAN FINANCIAL ENGINES 401(K) PLAN
401k
Assets$598.8M
Participants2,396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$9.9M
Covered lives3,031
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDELMAN FINANCIAL ENGINES 401(K) PLAN | 401k | $598.8M | 2,396 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9.9M | 3,031 | 2025 |
Retirement plans
Welfare plans