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Sponsor portfolioWelfare / HealthEIN 81-2162327
ENVESTNET FINANCIAL TECHNOLOGIES, INC.
1000 CHESTERBROOK BLVD, SUITE 250 · BERWYN, PA 19312
3128273940
- Plans filed
- 1
- Years active
- 2018–2024
- Industry
- NAICS 52
- Latest filing
- 2024
Total premiums (latest)
$3.1M
No prior year
Persons covered
1,606
No prior year
Total participants
1,657
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $3.0M | 20.2% | |
| Dental | $2.9M | 19.7% | |
| Life | $2.9M | 19.7% | |
| Short-term disability | $2.9M | 19.7% | |
| Long-term disability | $2.9M | 19.7% | |
| Vision | $173K | 1.2% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | DLSTDLTDOth | $2.9M | 92.1% | 1 | 1 | 1,606 |
EIN 061227840 | V | $173K | 5.5% | 1 | 1 | 1,363 |
EIN 731016728 | Oth | $76K | 2.4% | 1 | 1 | 410 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SCHAUMBURG, IL | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD, SUN LIFE ASSURANCE COMPANY OF CANADA | $115K | $7K | $122K | 97.6% | 1 |
| PAMELA HOOD | AMELIA COURT HOUSE, VA | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | $0 | $3K | 2.3% | 1 |
| ALAN ROMAN | ST. LOUIS, MO | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $110 | $0 | $110 | 0.1% | 1 |
| RIGGS COUNSELMAN MICHAELS & DOWNES | HUNT VALLEY, MD | PREPAID LEGAL SERVICES INC DBA LEGALSHIELD | $89 | $0 | $89 | 0.1% | 1 |
History & trajectory
7 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