PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ENVOLVE COMMUNITY MANAGEMENT, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 63-1173251

ENVOLVE COMMUNITY MANAGEMENT, LLC

4121 CARMICHAEL ROAD, SUITE 200 · MONTGOMERY, AL 36106
3349544458
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
424
No prior year
Total participants
433
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.1M
ENVOLVE COMMUNITY MANAGEMENT, LLC FLEXIBLE BENEFIT PLAN
Fully insured424 covered·3 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.8M29.4%
Dental$2.8M29.4%
Prescription drug$2.8M29.4%
Life$275K2.9%
Short-term disability$275K2.9%
Long-term disability$275K2.9%
Other$275K2.9%
Vision$35K0.4%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 630103830
HRxD
$2.8M90.1%11424
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$275K8.8%11397
HUMANA INSURANCE COMPANY
EIN 391263473
V
$35K1.1%11258

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOSUN LIFE ASSURANCE COMPANY OF CANADA, HUMANA INSURANCE COMPANY$32K$4K$36K100.0%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica