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Sponsor portfolio

INSURIFY, INC

EIN 46-2732148-internet-Latest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$441K premiums
Participants
343
10 CANAL PARK, 4TH FLOOR, - CAMBRIDGE, MA 02141617-855-9227insurify.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filings
#001401k-$5.9M - 212 part#501Fully Insured-$441K - 246 lives

Benefits portfolio analytics

1 plan / $441K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$415K
  • Dental$415K
  • Life$22K
  • Short-term disability$22K
  • Long-term disability$22K
  • Other$22K
  • +1 more
Total $441K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • VISION SERVICE PLAN1%
Total $441K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $14K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

INSURIFY 401(K) PLAN

401k

Assets$5.9M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSURIFY, INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$441K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSURIFY 401(K) PLAN401k$5.9M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSURIFY, INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$441K2462025
Retirement plans
Welfare plans
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