PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CERTINIA INC.
Sponsor portfolio

CERTINIA INC.

EIN 42-1768864-computer software-Latest filing 2024
Plans
2
Retirement
1
$60.0M assets
Welfare
1
$701K premiums
Participants
982
301 CONGRESS AVENUE, SUITE 800 - AUSTIN, TX 78701415-796-8425certinia.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$60.0M - 643 part#502Mixed-$701K - 323 lives

Benefits portfolio analytics

1 plan / $701K premiums / 323 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$380K
  • Prescription drug$380K
  • Other$321K
  • Life$244K
  • Long-term disability$244K
Total $701K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • KAISER FOUNDATION HEALTH PLAN INC54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA4%
  • ARAG INSURANCE COMPANY2%
Total $701K4 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • ABD INS. AND FINANCIAL SVCS., INC.63%
  • LOCKTON COMPANIES, LLC24%
  • ASD INSURANCE AND FINANCIAL SERVICE13%
Total $61K3 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

CERTINIA 401(K) PLAN

401k

Assets$60.0M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CERTINIA INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$701K
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CERTINIA 401(K) PLAN401k$60.0M6432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CERTINIA INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$701K3232024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica