Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.2M
- Dental$1.8M
- Health$1.1M
- Prescription drug$1.1M
- Other$1.1M
- Life$858K
- +3 more
Sponsor portfolio
EDELMAN FINANCIAL ENGINES, LLC
EIN 94-3250323financial servicesLatest filing 2024
Plans
2
Retirement
1
$500.5M assets
Welfare
1
$6.4M premiums
Participants
3,891
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 / $6.4M premiums / 2,934 covered livesCarrier market share
Premium dollars by Schedule A carrier
34%top
- RELIASTAR LIFE INSURANCE COMPANY34%
- METROPOLITAN LIFE INSURANCE COMPANY29%
- KAISER FOUNDATION HEALTH PLAN INC17%
- UNUM LIFE INSURANCE COMPANY OF AMERICA15%
- VISION SERVICE PLAN4%
Broker market share
Schedule A broker compensation
60%top
- HUB INTERNATIONAL MIDWEST LIMITED60%
- STEALTH PARTNER GROUP LLC38%
- EDGEWOOD PARTNERS INSURANCE CENTER1%
- BROWN AND BROWN OF FLORIDA, INC.0%
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$500.5M
Participants2,317
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 - RELIASTAR LIFE INSURANCE COMPANY
Premiums$6.4M
Covered lives2,934
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 | $500.5M | 2,317 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EDELMAN FINANCIAL ENGINES, LLC FLEXIBLE BENEFITS PLAN | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY | $6.4M | 2,934 | 2024 |
Retirement plans
Welfare plans