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Sponsor portfolio

CORITY SOFTWARE (USA), INC.

EIN 34-1581832-Latest filing 2025
Plans
2
Retirement
1
$18.6M assets
Welfare
1
$2.7M premiums
Participants
439
2045 W GRAND AVE., SUITE B PMB 515 - CHICAGO, IL 606121577416-863-6880
Plans on this EIN
2 filings
#001401k-$18.6M - 244 part#501Fully Insured-$2.7M - 337 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$299K
  • Life$299K
  • Short-term disability$299K
  • Long-term disability$299K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • EYEMED VISION CARE1%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HUB INTERNATIONAL MIDWEST LIMITED92%
  • WATCHTOWER BENEFITS, LLC8%
Total $57K2 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

CORITY 401(K) PLAN

401k

Assets$18.6M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CORITY SOFTWARE (USA), INC. WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORITY 401(K) PLAN401k$18.6M2442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CORITY SOFTWARE (USA), INC. WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.7M3372025
Retirement plans
Welfare plans
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