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Sponsor portfolioWelfare / HealthEIN 76-0499458

ENVOLVE CLIENT SERVICES GROUP, LLC

6075 POPLAR AVENUE, SUITE 220 · MEMPHIS, TN 38119
9014357700
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$443K
No prior year
Persons covered
553
No prior year
Total participants
707
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$443K
ENVOLVE CLIENT SERVICES GROUP, LLC EMPLOYEE WELFARE BENEFIT PLAN
Mixed553 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$303K20.3%
Short-term disability$303K20.3%
Long-term disability$303K20.3%
Other$303K20.3%
Dental$140K9.4%
Vision$140K9.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$303K68.4%11553
BLUE CROSS OF CALIFORNIA
EIN 620427913
DV
$140K31.6%11455

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOSUN LIFE ASSURANCE COMPANY OF CANADA$32K$5K$36K67.3%1
MARC BEASLEYDENVER, COBLUECROSS BLUESHIELD OF TENNESSEE, INC.$0$18K$18K32.7%1

History & trajectory

10 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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