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Sponsor portfolio

MEMOIR, INC. DBA CHAPTER

EIN 30-1173534-computer software-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$187K premiums
Participants
351
15333 NORTH PIMA ROAD, SUITE 305 - SCOTTSDALE, AZ 85260914-500-8422freefiregenerator.xyzLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$1.7M - 168 part#501Mixed-$187K - 176 lives

Benefits portfolio analytics

1 plan / $187K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$160K
  • Vision$160K
  • Life$27K
  • Short-term disability$27K
  • Other$27K
Total $187K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
Total $187K2 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • SEQUOIA BENEFITS & INS SVCS LLC72%
  • CENTERSTONE INSURANCE AND FINANCIAL28%
Total $29K2 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

CHAPTER 401(K) PLAN

401k

Assets$1.7M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHAPTER HEALTH AND WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$187K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHAPTER 401(K) PLAN401k$1.7M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHAPTER HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$187K1762025
Retirement plans
Welfare plans
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