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Sponsor portfolio

CARDLYTICS, INC.

EIN 26-3039436-marketing and advertising-Latest filing 2024
Plans
2
Retirement
1
$48.2M assets
Welfare
1
$2.0M premiums
Participants
1,116
675 PONCE DE LEON AVE SUITE 4100 - ATLANTA, GA 30308678-891-5376cardlytics.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$48.2M - 681 part#501Fully Insured-$2.0M - 511 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 511 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$376K
  • Vision$376K
  • Life$318K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY66%
  • ANTHEM LIFE INSURANCE COMPANY16%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • GROUP RISK SPECIALISTS INC1%
Total $265K2 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

CARDLYTICS 401(K) PLAN

401k

Assets$48.2M
Participants681
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CARDLYTICS INCORPORATED HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.0M
Covered lives511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARDLYTICS 401(K) PLAN401k$48.2M6812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CARDLYTICS INCORPORATED HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.0M5112024
Retirement plans
Welfare plans
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