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Sponsor portfolioWelfare / HealthEIN 20-5316418
EDFINANCIAL HOLDINGS, LLC
298 NORTH SEVEN OAKS DRIVE · KNOXVILLE, TN 37922
8653425182
- Plans filed
- 1
- Years active
- 2022–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
1,394
No prior year
Total participants
1,394
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $3.5M | 41.3% | |
| Prescription drug | $3.5M | 41.3% | |
| Other | $422K | 4.9% | |
| Life | $332K | 3.9% | |
| Short-term disability | $332K | 3.9% | |
| Long-term disability | $332K | 3.9% | |
| Vision | $66K | 0.8% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 620427913 | HRx | $3.5M | 87.9% | 1 | 1 | 760 |
EIN 350472300 | LSTDLTDOth | $332K | 8.3% | 1 | 1 | 1,394 |
EIN 463155880 | Oth | $78K | 2.0% | 1 | 1 | 654 |
EIN 135581829 | V | $66K | 1.6% | 1 | 1 | 1,079 |
EIN 161285790 | Oth | $12K | 0.3% | 1 | 1 | 717 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ROBERT FABRIZIO | KNOXVILLE, TN | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $122K | $0 | $122K | 64.5% | 1 |
| THE BALDWIN GROUP WEST LLC | TAMPA, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $50K | $11K | $61K | 32.5% | 1 |
| BALDWIN KRYSTYN SHERMAN PARTNERS | TAMPA, FL | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $0 | $6K | 3.0% | 1 |
History & trajectory
4 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