Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$636K
- Stop-loss$559K
- Vision$48K
- Long-term disability$38K
- Life$15K
Sponsor portfolio
EXPERITY, INC
EIN 41-2016532computer softwareLatest filing 2025
Plans
2
Retirement
1
$47.5M assets
Welfare
1
$723K premiums
Participants
1,350
8777 VELOCITY DRIVE - MACHESNEY PARK, IL 61115605-275-8075experityhealth.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $723K premiums / 544 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- HCC LIFE INSURANCE COMPANY77%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EXPERITY 401(K) PLAN
401k
Assets$47.5M
Participants793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXPERITY, INC EMPLOYEE BENEFITS PLAN
Mixed - TOKIO MARINE HCC
Premiums$723K
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EXPERITY 401(K) PLAN | 401k | $47.5M | 793 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXPERITY, INC EMPLOYEE BENEFITS PLAN | Mixed | TOKIO MARINE HCC | $723K | 544 | 2025 |
Retirement plans
Welfare plans