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Sponsor portfolio

TENERITY, INC.

EIN 37-2016579-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$152.2M assets
Welfare
1
$2.9M premiums
Participants
888
2701 D WEST 15TH ST., PMB 629 - PLANO, TX 75075203-295-4751tenerity.comLinkedIn1001-5000 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$152.2M - 708 part#501Fully Insured-$2.9M - 418 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Prescription drug$2.5M
  • Dental$177K
  • Other$163K
  • Life$151K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • EDGEWOOD PARTNERS INSURANCE CENTER94%
  • ACRISURE LLC5%
  • JAMES R NELLIGAN & ASSOCIATES LLC2%
Total $31K3 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

TENERITY EMPLOYEE SAVINGS PLAN

401k

Assets$152.2M
Participants708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TENERITY WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.9M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TENERITY EMPLOYEE SAVINGS PLAN401k$152.2M7082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TENERITY WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.9M4182024
Retirement plans
Welfare plans
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