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Sponsor portfolio

SPREEDLY INC.

EIN 26-0522184-financial services-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$1.6M premiums
Participants
290
300 MORRIS STREET, SUITE 400 - DURHAM, NC 27701919-806-9594spreedly.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$11.3M - 186 part#501Mixed-$1.6M - 280 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$126K
  • Other$46K
  • Life$36K
  • Long-term disability$36K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • DELTA DENTAL OF CALIFORNIA8%
  • HARTFORD LIFE AND ACCIDENT2%
  • VISION SERVICE PLAN1%
  • SYMETRA LIFE INSURANCE COMPANY1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • MOSAIC GROUP SERVICES6%
Total $72K2 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

SPREEDLY INC. 401K PLAN

401k

Assets$11.3M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPREEDLY INC. HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.6M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPREEDLY INC. 401K PLAN401k$11.3M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPREEDLY INC. HEALTH AND WELFARE PLANMixedBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.6M2802025
Retirement plans
Welfare plans
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