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Sponsor portfolioTH

PAYLOCITY CORPORATION

EIN 36-4227403-computer software-Latest filing 2025
Plans
2
Retirement
1
$438.1M assets
Welfare
1
$3.8M premiums
Participants
13,518
1400 AMERICAN LANE, SUITE 1900 - SCHAUMBURG, IL 60173847-873-8200paylocity.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$438.1M - 7,191 part#506Mixed-$3.8M - 6,198 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 6,198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Life$2.2M
  • Long-term disability$2.2M
  • Vision$759K
  • Health$60K
  • Dental$35K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AFLAC78%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • BLUE CROSS OF CALIFORNIA1%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • SEQUOIA BENEFITS & INS SVCS LLC71%
  • MERCER HEALTH AND BENEFITS, LLC29%
Total $321K2 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

PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$438.1M
Participants7,191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PAYLOCITY CORPORATION WELFARE BENEFIT PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$3.8M
Covered lives6,198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAYLOCITY 401(K) PROFIT SHARING PLAN AND TRUST401k$438.1M7,1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PAYLOCITY CORPORATION WELFARE BENEFIT PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$3.8M6,1982025
Retirement plans
Welfare plans
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