Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$181K
- Life$171K
- Long-term disability$132K
- Vision$32K
Sponsor portfolio
SETEX, INC.
EIN 34-1570556automotiveLatest filing 2025
Plans
2
Retirement
1
$52.5M assets
Welfare
1
$345K premiums
Participants
803
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $345K premiums / 731 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- METROPOLITAN LIFE INSURANCE COMPANY50%
- HARTFORD LIFE AND ACCIDENT38%
- HERITAGE VISION PLANS INC9%
- ULLIANCE, INC.1%
- TELUS HEALTH (US) LTD.1%
- +1 more
Broker market share
Schedule A broker compensation
63%top
- ALLIANT INSURANCE SERVICES, INC.63%
- AON CONSULTING INC28%
- LPL FINANCIAL CORP9%
- LOCKTON COMPANIES, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SETEX, INC. TAX DEFERRED SAVINGS PLAN AND TRUST
401k
Assets$52.5M
Participants460
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SETEX, INC. WELFARE PROGRAM
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$345K
Covered lives731
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SETEX, INC. TAX DEFERRED SAVINGS PLAN AND TRUST | 401k | $52.5M | 460 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SETEX, INC. WELFARE PROGRAM | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $345K | 731 | 2025 |
Retirement plans
Welfare plans