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Sponsor portfolioWelfare / HealthEIN 04-3537967

GEODE CAPITAL MANAGEMENT, LLC

100 SUMMER STREET · BOSTON, MA 02110
6175637128
Plans filed
1
Years active
2020–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$289K
No prior year
Persons covered
406
No prior year
Total participants
171
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$289K
GEODE CAPITAL MANAGEMENT, LLC HEALTH AND WELFARE PLAN
Mixed406 covered·4 carriers
Primary: UNUM INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$264K40.8%
Life$140K21.7%
Short-term disability$108K16.8%
Long-term disability$108K16.8%
Vision$26K4.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$264K91.2%13177
EYEMED VISION CARE
EIN 430949844
V
$26K8.8%11276
DELTA DENTAL OF CALIFORNIA
EIN 046143185
$00.0%11406

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FIDELITY HEALTH INSURANCE SERV. LLCBOSTON, MAUNUM LIFE INSURANCE COMPANY OF AMERICA$6K$0$6K42.2%1
FIDELITY HEALTH INSURANCE SVCS LLCBOSTON, MAUNUM LIFE INSURANCE COMPANY OF AMERICA$5K$0$5K35.8%1
FIDELITY HEALTH INSURANCE SERVICESBOSTON, MADELTA DENTAL OF MA, EYEMED VISION$3K$0$3K21.9%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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