PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COFORMA LLC
Sponsor portfolio

COFORMA LLC

EIN 32-0547205-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$2.0M premiums
Participants
350
1200 18TH STREET NORTHWEST, SUITE 700 - WASHINGTON, DC 20036202-350-1843coforma.ioLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$6.9M - 186 part#501Fully Insured-$2.0M - 245 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$308K
  • Vision$308K
  • Life$308K
  • Short-term disability$308K
  • Long-term disability$308K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • THE BALDWIN GROUP WEST LLC92%
  • MARK S METTILLE9%
  • HIGGINBOTHAM INS AGENCY INC-1%
Total $168K3 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

COFORMA 401(K) PLAN

401k

Assets$6.9M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COFORMA LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COFORMA 401(K) PLAN401k$6.9M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COFORMA LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M2452025
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