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Sponsor portfolio

CITY LENDING, INC.

EIN 46-2193453-financial services-Latest filing 2024
Plans
3
Retirement
2
$2.1M assets
Welfare
1
$571K premiums
Participants
207
2010 CORPORATE RIDGE, STE 850 - MCLEAN, VA 22102877-204-8191citylendinginc.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$2.1M - 104 part#002ProfitSharing-$14K - 7 part#502Fully Insured-$571K - 96 lives

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 111 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • LENDING, INC. 401(K) (#001)99%
  • RICO RETIREMENT PLAN (#002)1%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LENDING, INC. 401(K) (#001)104
  • RICO RETIREMENT PLAN (#002)7
Total 111Click row to drill in

Benefits portfolio analytics

1 plan / $571K premiums / 96 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$495K
  • Prescription drug$495K
  • Dental$76K
  • Vision$76K
  • Life$76K
  • Short-term disability$76K
  • +2 more
Total $571K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $571K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • USI INSURANCE SERVICES LLC94%
  • WORKFORCE CONCEPTS LLC4%
  • ASSUREDPARTNERS2%
  • FINANCIAL BALANCE GROUP LLC0%
Total $36K4 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

CITY LENDING, INC. 401(K) PLAN

401k

Assets$2.1M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CITY LENDING, INC. PUERTO RICO RETIREMENT PLAN

ProfitSharing

Assets$14K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CITY LENDING, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$571K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CITY LENDING, INC. 401(K) PLAN401k$2.1M1042024
002CITY LENDING, INC. PUERTO RICO RETIREMENT PLANProfitSharing$14K72024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CITY LENDING, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$571K962024
Retirement plans
Welfare plans
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