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Sponsor portfolioTH

PAYLOCITY CORPORATION

EIN 36-4227403-computer software-Latest filing 2024
Plans
2
Retirement
1
$438.1M assets
Welfare
1
$3.2M premiums
Participants
13,437
1400 AMERICAN LANE, SUITE 1900 - SCHAUMBURG, IL 601735452847-873-8280paylocity.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$438.1M - 7,191 part#506Mixed-$3.2M - 6,180 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 6,180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.4M
  • Life$1.7M
  • Long-term disability$1.7M
  • Vision$735K
  • Dental$37K
  • Health$29K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • AFLAC75%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA23%
  • BLUE CROSS OF CALIFORNIA1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $463K1 slice

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$3.2M
Covered lives6,180
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$3.2M6,1802024
Retirement plans
Welfare plans
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