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Sponsor portfolio

EXEMPLIS LLC

EIN 33-0697684-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$45.6M assets
Welfare
1
$7.0M premiums
Participants
1,311
6415 KATELLA AVENUE, SUITE 200 - CYPRESS, CA 90630714-995-4800exemplis.comLinkedIn1001-5000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$45.6M - 750 part#501Fully Insured-$7.0M - 685 lives

Benefits portfolio analytics

1 plan / $7.0M premiums / 685 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.3M
  • Prescription drug$6.3M
  • Vision$2.4M
  • Dental$287K
  • Other$159K
  • Life$134K
  • +2 more
Total $7.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • LEGALEASE0%
Total $7.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $57K1 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

EXEMPLIS LLC 401(K) SAVINGS PLAN

401k

Assets$45.6M
Participants750
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXEMPLIS WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$7.0M
Covered lives685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXEMPLIS LLC 401(K) SAVINGS PLAN401k$45.6M7502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXEMPLIS WELFARE BENEFITS PLANFully InsuredAETNA HEALTH, INC.$7.0M6852025
Retirement plans
Welfare plans
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