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Sponsor portfolio

RELATIVITY ODA LLC

EIN 36-4801165-Latest filing 2025
Plans
2
Retirement
1
$165.8M assets
Welfare
1
$1.6M premiums
Participants
2,466
231 SOUTH LASALLE STREET, 20TH FLOOR - CHICAGO, IL 60604312-263-1177LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$165.8M - 1,396 part#501Mixed-$1.6M - 2,073 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,073 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.1M
  • Life$362K
  • Long-term disability$362K
  • Other$362K
  • Vision$116K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA22%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MERCER HEALTH AND BENEFITS, LLC87%
  • ALLIANT INSURANCE SERVICES, INC.10%
  • IMG3%
Total $8K3 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

RELATIVITY 401(K) PLAN

401k

Assets$165.8M
Participants1,396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RELATIVITY ODA LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$1.6M
Covered lives2,073
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001RELATIVITY 401(K) PLAN401k$165.8M1,3962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RELATIVITY ODA LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$1.6M2,0732025
Retirement plans
Welfare plans
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