Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.8M
- Dental$3.8M
- Other$140K
- Life$84K
- Short-term disability$59K
- Long-term disability$39K
- +1 more
Sponsor portfolio
COMPLY TECHNOLOGIES, INC.
EIN 02-0693753InformationLatest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$4.1M premiums
Participants
692
136 MADISON AVENUE, 8TH FLOOR - NEW YORK, NY 10016646-747-2336
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 563 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- AETNA LIFE INSURANCE COMPANY93%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- RELIASTAR LIFE INSURANCE COMPANY1%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
91%top
- NFP INSURANCE SERVICES INC91%
- TOTALIS BENEFITS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COMPLY TECHNOLOGIES, INC. 401(K) PLAN
401k
Assets$21.1M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COMPLIANCE SCIENCE, INC. DBA COMPLY WRAP BENEFIT PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$4.1M
Covered lives563
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMPLY TECHNOLOGIES, INC. 401(K) PLAN | 401k | $21.1M | 408 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COMPLIANCE SCIENCE, INC. DBA COMPLY WRAP BENEFIT PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $4.1M | 563 | 2025 |
Retirement plans
Welfare plans