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Sponsor portfolioTH

ACCERTIFY, INC.

EIN 26-2708428-computer software-Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$5.0M premiums
Participants
688
2 PIERCE PL STE 900 - ITASCA, IL 601433133630-735-4400accertify.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$21.2M - 342 part#501Fully Insured-$5.0M - 628 lives

Benefits portfolio analytics

1 plan / $5.0M premiums / 628 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Other$741K
  • Dental$726K
  • Vision$726K
  • Life$726K
  • Short-term disability$726K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • AETNA LIFE INSURANCE COMPANY85%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $5.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $322K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ACCERTIFY RETIREMENT SAVINGS PLAN

401k

Assets$21.2M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACCERTIFY, INC. HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$5.0M
Covered lives628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ACCERTIFY RETIREMENT SAVINGS PLAN401k$21.2M3422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACCERTIFY, INC. HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$5.0M6282025
Retirement plans
Welfare plans
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