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Sponsor portfolioWelfare / HealthEIN 23-3010383

SOLOMONEDWARDSGROUP, LLC

1255 DRUMMERS LN #200 · WAYNE, PA 19087
6109020440
Plans filed
2
Years active
2015–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
600
No prior year
Total participants
600
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$1.5M
SOLOMONEDWARDSGROUP HEALTH AND WELFARE PLAN
Mixed600 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #502$43K
SOLOMONEDWARDS GROUP, LLC WELFARE AND FLEXIBLE BENEFITS PLAN FOR TEMPORARY EMPLOYEES
Fully insured37 covered·1 carrier
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M14.5%
Dental$1.5M14.3%
Vision$1.5M14.3%
Life$1.5M14.3%
Short-term disability$1.5M14.3%
Long-term disability$1.5M14.3%
Stop-loss$1.5M14.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DVLSTDLTDSLOth
$1.5M98.4%11241
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$12K0.8%11106
JANUS ASSOCIATES, INC. DBA BHS
EIN 521306404
Oth
$12K0.8%11600

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BIRCH BENEFITS LLCKING OF PRUSSIA, PASUN LIFE ASSURANCE COMPANY OF CANADA, ARAG INSURANCE COMPANY$131K$15K$146K100.0%1

History & trajectory

11 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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