Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$92K
- Long-term disability$38K
- Life$26K
- Other$5K
Sponsor portfolio
CLF ONTARIO
EIN 26-1661474computer softwareLatest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$2.0M premiums
Participants
589
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 257 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- AETNA LIFE INSURANCE COMPANY5%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- COMPANION LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
96%top
- BENE-CARE AGENCY LLC96%
- JAMES R NELLIGAN & ASSOCIATES LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOLU TECHNOLOGY PARTNERS 401(K) PLAN
401k
Assets$21.2M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
CLF ONTARIO DBA SOLU TECHNOLOGY PARTNERS WELFARE BENEFITS PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$2.0M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOLU TECHNOLOGY PARTNERS 401(K) PLAN | 401k | $21.2M | 332 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | CLF ONTARIO DBA SOLU TECHNOLOGY PARTNERS WELFARE BENEFITS PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $2.0M | 257 | 2025 |
Retirement plans
Welfare plans