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Sponsor portfolio

LEARNING TECHNOLOGIES GROUP, PLC

EIN 36-4898037-management consulting-Latest filing 2025
Plans
3
Retirement
2
$66.9M assets
Welfare
1
$723K premiums
Participants
969
434 FAYETTEVILLE STREET, 9TH FLOOR - RALEIGH, NC 27601919-645-2800teamlti.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
3 filings
#001401k-$55.8M - 567 part#002401k-$11.1M - 119 part#502Mixed-$723K - 623 lives

Retirement portfolio analytics

2 plans aggregated / $66.9M assets / 686 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PEOPLEFLUENT, INC. 401(K) (#001)83%
  • ENHANCED MATCH 401(K) (#002)17%
Total $66.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • ADP BROKER-DEALER100%
Total $66.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PEOPLEFLUENT, INC. 401(K) (#001)567
  • ENHANCED MATCH 401(K) (#002)119
Total 686Click row to drill in

Benefits portfolio analytics

1 plan / $723K premiums / 623 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$369K
  • Dental$354K
  • Vision$354K
  • Life$294K
  • Short-term disability$294K
  • Long-term disability$294K
Total $723K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY49%
Total $723K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $50K1 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

PEOPLEFLUENT, INC. 401(K) PLAN

401k

Assets$55.8M
Participants567
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEARNING TECHNOLOGIES GROUP, INC. ENHANCED MATCH 401(K) PLAN

401k

Assets$11.1M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEARNING TECHNOLOGIES WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$723K
Covered lives623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PEOPLEFLUENT, INC. 401(K) PLAN401k$55.8M5672024
002LEARNING TECHNOLOGIES GROUP, INC. ENHANCED MATCH 401(K) PLAN401k$11.1M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEARNING TECHNOLOGIES WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$723K6232025
Retirement plans
Welfare plans
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