Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$420K
- Short-term disability$420K
- Long-term disability$420K
- Other$420K
- Vision$43K
Sponsor portfolio
CLEVER DEVICES LTD.
EIN 11-2908781computer softwareLatest filing 2024
Plans
2
Retirement
1
$73.0M assets
Welfare
1
$463K premiums
Participants
1,070
300 CROSSWAYS PARK DRIVE - WOODBURY, NY 11797516-433-6100cleverdevices.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $463K premiums / 824 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA91%
- EYEMED VISION CARE9%
Broker market share
Schedule A broker compensation
86%top
- STERLING AND STERLING, INC.86%
- PROFESSIONAL GROUP PLANS INC25%
- ROSSITER INSURANCE AGENCY-11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEVER DEVICES LTD. 401(K) PLAN
401k
Assets$73.0M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEVER DEVICES LTD HEALTH & WELFARE BENEFIT PLAN
Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
Premiums$463K
Covered lives824
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEVER DEVICES LTD. 401(K) PLAN | 401k | $73.0M | 618 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEVER DEVICES LTD HEALTH & WELFARE BENEFIT PLAN | Mixed | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | $463K | 824 | 2024 |
Retirement plans
Welfare plans