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

LEARNINGMATE SOLUTIONS, INC.

EIN 42-1771333-Latest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$3.9M premiums
Participants
374
100 CANAL POINTE BLVD, SUITE 123 - PRINCETON, NJ 08540609-512-0450
Plans on this EIN
2 filings
#001401k-$7.4M - 141 part#501Fully Insured-$3.9M - 312 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$180K
  • Short-term disability$141K
  • Long-term disability$112K
  • Other$110K
  • Life$65K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • AETNA LIFE INSURANCE COMPANY86%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • +1 more
Total $3.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • WORLD INSURANCE ASSOCIATES LLC95%
  • ARCHON LLC5%
  • PROFESSIONAL GROUP PLANS INC0%
Total $290K3 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

LEARNINGMATE SOLUTIONS INC. 401(K) PLAN

401k

Assets$7.4M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEARNINGMATE SOLUTIONS, INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.9M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEARNINGMATE SOLUTIONS INC. 401(K) PLAN401k$7.4M1412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEARNINGMATE SOLUTIONS, INC. WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.9M3122025
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