Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$375K
- Vision$375K
- Life$375K
- Short-term disability$375K
- Long-term disability$375K
- Other$375K
Sponsor portfolio
SPECTRIO, LLC
EIN 37-1423708marketing and advertisingLatest filing 2025
Plans
4
Retirement
1
$10.9M assets
Welfare
3
$760K premiums
Participants
1,250
7624 BALD CYPRESS PL - TAMPA, FL 33614727-787-2440spectrio.comLinkedIn201-500 employeesmarketing and advertising
Benefits portfolio analytics
3 plans / $760K premiums / 660 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
66%top
- MARSH & MCLENNAN AGENCY LLC66%
- GIS BENEFITS INC23%
- INSURANCE OFFICE OF AMERICA11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SPECTRIO, LLC 401(K) PLAN
401k
Assets$10.9M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
SPECTRIO, LLC ANCILLARY BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$385K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
SPECTRIO LLC WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$375K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
SPECTRIO, LLC HEALTH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SPECTRIO, LLC 401(K) PLAN | 401k | $10.9M | 346 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SPECTRIO, LLC ANCILLARY BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $385K | 371 | 2024 | |
| 501 | SPECTRIO LLC WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $375K | 289 | 2025 | |
| 503 | SPECTRIO, LLC HEALTH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans