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Sponsor portfolio

KASEYA US, LLC

EIN 46-0522543-computer software-Latest filing 2025
Plans
2
Retirement
1
$143.7M assets
Welfare
1
$2.6M premiums
Participants
5,614
333 SE 2ND AVENUE, SUITE 3500 - MIAMI, FL 33131415-694-5700kaseya.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$143.7M - 3,504 part#501Mixed-$2.6M - 3,054 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 3,054 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Short-term disability$1.3M
  • Life$1.3M
  • Long-term disability$1.3M
  • Dental$1.2M
  • Vision$1.2M
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA50%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY46%
  • ARAG INSURANCE COMPANY4%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
35%top
  • LOCKTON COMPANIES, LLC35%
  • CHRISTIAN PETER25%
  • FNA INSURANCE SERVICES INC21%
  • THE COMPETITIVE ADVANTAGE COMPANIES19%
Total $274K4 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

KASEYA 401(K) PROFIT SHARING PLAN

401k

Assets$143.7M
Participants3,504
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KASEYA US, LLC EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$2.6M
Covered lives3,054
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KASEYA 401(K) PROFIT SHARING PLAN401k$143.7M3,5042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KASEYA US, LLC EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$2.6M3,0542025
Retirement plans
Welfare plans
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