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Sponsor portfolio

BASIS GLOBAL TECHNOLOGIES, INC.

EIN 36-4476242-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$124.5M assets
Welfare
1
$367K premiums
Participants
1,705
11 EAST MADISON ST - CHICAGO, IL 60602312-397-3330
Plans on this EIN
2 filings
#001401k-$124.5M - 1,038 part#501Mixed-$367K - 682 lives

Benefits portfolio analytics

1 plan / $367K premiums / 682 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$155K
  • Life$102K
  • Long-term disability$64K
  • Vision$46K
Total $367K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY87%
  • DEARBORN LIFE INSURANCE COMPANY13%
Total $367K2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • MARSH & MCLENNAN AGENCY LLC51%
  • SEQUOIA BENEFITS & INS SVCS LLC49%
Total $57K2 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

BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN

401k

Assets$124.5M
Participants1,038
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTRO, INC. EMPLOYEE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$367K
Covered lives682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BASIS GLOBAL TECHNOLOGIES, INC. 401(K) SAVINGS PLAN401k$124.5M1,0382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTRO, INC. EMPLOYEE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$367K6822025
Retirement plans
Welfare plans
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