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Sponsor portfolioWelfare / HealthEIN 26-3082193

EMONEY ADVISOR, LLC

FOUR RADNOR CORPORATE CENTER · RADNOR, PA 19087
8883624612
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.2M
No prior year
Persons covered
1,736
No prior year
Total participants
564
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.2M
EMONEY ADVISOR, LLC HEALTH & WELFARE PLAN
Mixed1,736 covered·4 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$691K37.2%
Other$373K20.1%
Life$333K17.9%
Long-term disability$333K17.9%
Vision$126K6.8%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
D
$691K58.1%111,736
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$333K28.0%11676
EYEMED VISION CARE
EIN 430949844
V
$126K10.6%111,205
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$40K3.4%12123

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
FIDELITY HEALTH INSURANCE SERVICESBOSTON, MACIGNA HEALTH AND LIFE INSURANCE COMPANY$5K$0$5K65.3%1
FIDELITY HEALTH INSURANCE SERV. LLCBOSTON, MACIGNA HEALTH AND LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$3K$0$3K34.7%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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