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Sponsor portfolioWelfare / HealthEIN 26-3335778
THE MOTLEY FOOL HOLDINGS, INC.
2000 DUKE STREET, SUITE 300 · ALEXANDRIA, VA 22314
7038383665
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$431K
No prior year
Persons covered
351
No prior year
Total participants
394
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$431K
THE MOTLEY FOOL HOLDINGS, INC. HEALTH AND WELFARE PLAN
Mixed351 covered·3 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$23K
THE MOTLEY FOOL HOLDINGS, INC GROUP HEALTH PLAN AND DENTAL PLAN
Mixed629 covered·1 carrier
Primary: AMERITAS LIFE INSURANCE CORPORATION
Plan #501$0
THE MOTLEY FOOL HOLDINGS INC CAFETERIA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $431K | 46.9% | |
| Life | $244K | 26.5% | |
| Long-term disability | $244K | 26.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 350472300 | LLTDOth | $308K | 71.5% | 1 | 2 | 351 |
EIN 812832914 | Oth | $104K | 24.2% | 1 | 1 | 351 |
EIN 134256913 | Oth | $18K | 4.3% | 1 | 1 | 76 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | WASHINGTON, DC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $14K | $10K | $24K | 100.0% | 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