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Sponsor portfolio

PENDO.IO, INC.

EIN 46-3519724-computer software-Latest filing 2024
Plans
2
Retirement
1
$53.4M assets
Welfare
1
$8.2M premiums
Participants
1,817
301 HILLSBOROUGH ST, SUITE 1900 - RALEIGH, NC 27603877-320-8484pendo.ioLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$53.4M - 1,166 part#501Fully Insured-$8.2M - 1,354 lives

Benefits portfolio analytics

1 plan / $8.2M premiums / 1,354 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Prescription drug$7.3M
  • Dental$513K
  • Life$220K
  • Other$220K
  • Short-term disability$165K
  • +2 more
Total $8.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $8.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MERCER HEALTH AND BENEFITS, LLC69%
  • MOSAIC GROUP SERVICES31%
Total $41K2 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

PENDO.IO, INC. RETIREMENT PLAN

401k

Assets$53.4M
Participants1,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENDO.IO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$8.2M
Covered lives1,354
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENDO.IO, INC. RETIREMENT PLAN401k$53.4M1,1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENDO.IO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$8.2M1,3542024
Retirement plans
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