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Sponsor portfolio

SOLOTECH U.S. CORPORATION

EIN 20-8718821-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$3.7M premiums
Participants
1,048
3870 LOGISTICS WAY, SUITE 402-403 - ANTIOCH, TN 37013514-526-7721
Plans on this EIN
2 filings
#001401k-$8.0M - 713 part#501Fully Insured-$3.7M - 327 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 327 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Vision$3.4M
  • Prescription drug$3.4M
  • Other$279K
  • Life$214K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MERCER HEALTH AND BENEFITS, LLC91%
  • OPTAVISE, LLC4%
  • DAVID J MCCLELLAN4%
Total $251K3 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

SOLOTECH U.S. CORPORATION 401(K) PLAN

401k

Assets$8.0M
Participants713
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLOTECH U.S. CORPORATION HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.7M
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOLOTECH U.S. CORPORATION 401(K) PLAN401k$8.0M7132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLOTECH U.S. CORPORATION HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.7M3272025
Retirement plans
Welfare plans
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