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Sponsor portfolio

E2OPEN, LLC

EIN 94-3366487-computer software-Latest filing 2024
Plans
2
Retirement
1
$189.5M assets
Welfare
1
$1.7M premiums
Participants
2,571
14135 MIDWAY RD, SUITE G300 - ADDISON, TX 75001650-645-6500e2open.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$189.5M - 1,510 part#501Mixed-$1.7M - 3,917 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 3,917 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$924K
  • Other$595K
  • Life$526K
  • Short-term disability$526K
  • Long-term disability$526K
  • Vision$228K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • SUN LIFE ASSURANCE COMPANY OF CANADA30%
  • AMERITAS LIFE INSURANCE CORP.13%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • WORKPLACE OPTIONS2%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • THE AGURS GROUP INC.2%
  • UNIQUE BENEFITS GROUP INC0%
  • LAWTON BENEFITS GROUP LLC0%
  • JILLETTA RILEY0%
  • +1 more
Total $164K6 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

E2OPEN, LLC 401(K) PLAN

401k

Assets$189.5M
Participants1,510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

E2OPEN HEALTH AND WELFARE PLAN

Mixed - DELTA DENTAL INSURANCE COMPANY

Premiums$1.7M
Covered lives3,917
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001E2OPEN, LLC 401(K) PLAN401k$189.5M1,5102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501E2OPEN HEALTH AND WELFARE PLANMixedDELTA DENTAL INSURANCE COMPANY$1.7M3,9172024
Retirement plans
Welfare plans
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