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Sponsor portfolioWelfare / HealthEIN 94-3250323
EDELMAN FINANCIAL ENGINES, LLC
4000 LEGATO ROAD · FAIRFAX, VA 22033
8006015957
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$9.9M
No prior year
Persons covered
3,031
No prior year
Total participants
1,646
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 | $3.5M | 20.6% | |
| Life | $3.1M | 17.8% | |
| Long-term disability | $3.1M | 17.8% | |
| Stop-loss | $3.0M | 17.7% | |
| Dental | $1.9M | 11.1% | |
| Health | $1.1M | 6.5% | |
| Prescription drug | $1.1M | 6.5% | |
| Vision | $277K | 1.6% | |
| Short-term disability | $35K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042381280 | LSTDLTDOth | $3.5M | 35.2% | 1 | 7 | 1,610 |
EIN 020311919 | SL | $3.0M | 30.6% | 1 | 1 | 1,351 |
EIN 222342710 | DOth | $2.0M | 20.1% | 1 | 2 | 3,031 |
EIN 941340523 | HRx | $1.1M | 11.3% | 1 | 2 | 100 |
EIN 941632821 | V | $277K | 2.8% | 1 | 1 | 1,229 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | CHICAGO, IL | KAISER FOUNDATION HEALTH PLAN INC, UNUM LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC., FIRST UNUM LIFE INSURANCE COMPANY, METROPOLITAN GENERAL INSURANCE COMPANY | $433K | $105K | $538K | 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