PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GRAY MATTER SYSTEMS, LLC
Sponsor portfolio

GRAY MATTER SYSTEMS, LLC

EIN 25-1820946-Latest filing 2025
Plans
2
Retirement
1
$32.4M assets
Welfare
1
$1.3M premiums
Participants
546
2000 GEORGETOWN DR STE 204 - SEWICKLEY, PA 151438992412-741-2410
Plans on this EIN
2 filings
#001401k-$32.4M - 299 part#501Mixed-$1.3M - 247 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Vision$1.1M
  • Stop-loss$1.1M
  • Other$226K
  • Life$181K
  • Short-term disability$181K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • TELADOC1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • USI INSURANCE SERVICES LLC90%
  • ENROLLEASE4%
  • UNKNOWN3%
  • AON CONSULTING INC2%
Total $67K4 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

GRAY MATTER SYSTEMS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$32.4M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRAY MATTER SYSTEMS, LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.3M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRAY MATTER SYSTEMS, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$32.4M2992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRAY MATTER SYSTEMS, LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.3M2472025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica