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Sponsor portfolio

EXPLEO TECHNOLOGY USA, INC. DBA

EIN 26-0462412-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$677K premiums
Participants
324
1905 EAST WAYZATA BOULEVARD, SUITE 333 - WAYZATA, MN 55391952-697-1660
Plans on this EIN
2 filings
#001401k-$17.7M - 193 part#501Fully Insured-$677K - 196 lives

Benefits portfolio analytics

1 plan / $677K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$677K
  • Vision$677K
  • Health$371K
  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
  • +1 more
Total $677K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY55%
  • PRINCIPAL LIFE INSURANCE COMPANY45%
Total $677K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LORI A STURD-GIBSON100%
  • CENTERSTONE INSURANCE AND FINANCIAL0%
Total $89K2 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

TRISSENTIAL 401(K) PLAN

401k

Assets$17.7M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXPLEO TECHNOLOGY USA, INC. DBA TRISSENTIAL HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$677K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRISSENTIAL 401(K) PLAN401k$17.7M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXPLEO TECHNOLOGY USA, INC. DBA TRISSENTIAL HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$677K1962024
Retirement plans
Welfare plans
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