PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Finity, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Finity, Inc.

EIN 20-2620734-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Health & Benefits
1
$405K premiums
Participants
230
6 CENTERPOINTE DRIVE, SUITE 420 - LAKE OSWEGO, OR 97035503-808-9240finity.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#002401(k)-$9.8M - 134 part#501Fully insured-$405K - 110 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $405K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$279K
  • Prescription drug$279K
  • Dental$82K
  • Vision$82K
  • Life$43K
  • Short-term disability$43K
  • +2 more
Total $405K8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

FINITY, INC. 401(K) PLAN

401(k)

Assets$9.8M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FINITY, INC. WELFARE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$405K
Covered lives110
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002FINITY, INC. 401(K) PLAN401(k)$9.8M1342025
  • FINITY, INC. 401(K) PLAN$9.8M
    #002 · 401(k) · 2025134

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FINITY, INC. WELFARE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$405K1102025
  • FINITY, INC. WELFARE BENEFIT PLAN$405K
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025110
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica