PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WEBPT, INC.
Sponsor portfolio

WEBPT, INC.

EIN 27-3282959-computer software-Latest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$1.5M premiums
Participants
1,269
111 WEST MONROE ST., SUITE 200 - PHOENIX, AZ 85003866-221-1870webpt.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$34.1M - 695 part#502Mixed-$1.5M - 833 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 833 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.0M
  • Stop-loss$1.0M
  • Life$177K
  • Long-term disability$93K
  • Short-term disability$70K
  • Other$66K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY27%
  • VISION SERVICE PLAN3%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $74K1 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

WEBPT, INC. 401(K) PLAN

401k

Assets$34.1M
Participants695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

WEBPT WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.5M
Covered lives833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WEBPT, INC. 401(K) PLAN401k$34.1M6952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502WEBPT WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.5M8332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica