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Sponsor portfolio

THEMATHCOMPANY

EIN 35-2618445-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$7.2M assets
Welfare
2
$470K premiums
Participants
432
1165 N CLARK STREET 700 - CHICAGO, IL 60610312-952-4348
Plans on this EIN
3 filings
#002401k-$7.2M - 192 part#501Fully Insured-$304K - 166 lives#502Fully Insured-$166K - 122 lives

Benefits portfolio analytics

2 plans / $470K premiums / 288 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$304K
  • Prescription drug$304K
  • Life$166K
  • Other$166K
  • Long-term disability$164K
  • Dental$135K
  • +2 more
Total $470K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY65%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA29%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $470K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ANDUS LLC83%
  • ASSUREDPARTNERS17%
  • INNOVATIVE BENEFIT PLANNING, LLC-0%
Total $119K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THEMATHCOMPANY 401(K) PLAN

401k

Assets$7.2M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THEMATHCOMPANY MEDICAL PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$304K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

THEMATHCOMPANY ANCILLARY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$166K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THEMATHCOMPANY 401(K) PLAN401k$7.2M1922025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THEMATHCOMPANY MEDICAL PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$304K1662025
502THEMATHCOMPANY ANCILLARY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$166K1222025
Retirement plans
Welfare plans
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