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Sponsor portfolio

ARTICULATE GLOBAL, LLC

EIN 01-0742391-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$62.4M assets
Welfare
1
$957K premiums
Participants
975
717 DANIELS LANE, SUITE 419 - SAGAPONACK, NY 11962802-522-6318LinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$62.4M - 560 part#501Fully Insured-$957K - 1,109 lives

Benefits portfolio analytics

1 plan / $957K premiums / 1,109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$409K
  • Other$291K
  • Health$210K
  • Prescription drug$210K
  • Life$174K
  • Long-term disability$174K
  • +2 more
Total $957K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • METROPOLITAN LIFE INSURANCE COMPANY41%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
  • MODERN HEALTH9%
  • VISION SERVICE PLAN6%
  • +3 more
Total $957K8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
  • TAMZEN TIMA-HIU0%
Total $74K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ARTICULATE GLOBAL 401(K) PLAN

401k

Assets$62.4M
Participants560
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ARTICULATE GLOBAL HEALTH & WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$957K
Covered lives1,109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ARTICULATE GLOBAL 401(K) PLAN401k$62.4M5602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ARTICULATE GLOBAL HEALTH & WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$957K1,1092024
Retirement plans
Welfare plans
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