PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. DELUXE CORPORATION
Sponsor portfolio

DELUXE CORPORATION

EIN 41-0216800-financial services-Latest filing 2024
Plans
2
Retirement
1
$1.46B assets
Welfare
1
$9.3M premiums
Participants
17,063
801 S MARQUETTE AVE. - MINNEAPOLIS, MN 55402612-552-7150deluxe.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filings
#004401k-$1.46B - 8,627 part#660Mixed-$9.3M - 5,743 lives

Benefits portfolio analytics

1 plan / $9.3M premiums / 5,743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Life$1.9M
  • Other$1.6M
  • Long-term disability$909K
  • Vision$549K
  • Dental$176K
Total $9.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • SECURIAN LIFE INSURANCE COMPANY34%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • UNITEDHEALTHCARE INSURANCE COMPANY21%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY10%
  • EYEMED VISION CARE6%
  • +3 more
Total $9.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • AON CONSULTING INC66%
  • CUSTOM BENEFIT PROGRAMS INC34%
Total $346K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

DELUXE CORPORATION 401(K) PLAN

401k

Assets$1.46B
Participants8,627
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#660

DELUXE CORPORATION COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$9.3M
Covered lives5,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004DELUXE CORPORATION 401(K) PLAN401k$1.46B8,6272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
660DELUXE CORPORATION COMPREHENSIVE WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$9.3M5,7432024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica