Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$141K
- Vision$141K
- Other$95K
- Life$75K
- Short-term disability$69K
- +1 more
Sponsor portfolio
EFFICIO LLC
EIN 35-2558065Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$1.7M premiums
Participants
347
579 5TH AVE, FLOOR 12 - NEW YORK, NY 10017917-239-3917
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 156 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- AETNA LIFE INSURANCE COMPANY86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
90%top
- DIGITAL INSURANCE LLC90%
- CENTRO BENEFITS RESEARCH LLC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EFFICIO 401(K) PLAN
401k
Assets$8.5M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EFFICIO LLC WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EFFICIO 401(K) PLAN | 401k | $8.5M | 190 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EFFICIO LLC WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.7M | 156 | 2025 |
Retirement plans
Welfare plans