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Sponsor portfolio

NUMERIX LLC

EIN 36-4066167-computer software-Latest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$3.3M premiums
Participants
395
99 PARK AVENUE - NEW YORK, NY 10016212-302-2220LinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$22.5M - 223 part#501Fully Insured-$3.3M - 308 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 308 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Dental$414K
  • Life$414K
  • Short-term disability$414K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • NY-GJK INSURANCE AGENCY65%
  • FNA INSURANCE SERVICES INC35%
Total $136K2 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

NUMERIX LLC 401(K) SAVINGS PLAN

401k

Assets$22.5M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NUMERIX LLC WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NUMERIX LLC 401(K) SAVINGS PLAN401k$22.5M2232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NUMERIX LLC WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M3082025
Retirement plans
Welfare plans
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