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Sponsor portfolio

FINITY, INC.

EIN 20-2620734-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$9.8M assets
Welfare
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
#002401k-$9.8M - 134 part#501Fully Insured-$405K - 110 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY69%
  • STANDARD INSURANCE COMPANY20%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $405K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CSNW BENEFITS100%
  • GCG FINANCIAL LLC0%
Total $57K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FINITY, INC. 401(K) PLAN

401k

Assets$9.8M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FINITY, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$405K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FINITY, INC. 401(K) PLAN401k$9.8M1342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FINITY, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$405K1102025
Retirement plans
Welfare plans
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