PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. U.S. FINANCIAL TECHNOLOGY, LLC
Sponsor portfolioTH

U.S. FINANCIAL TECHNOLOGY, LLC

EIN 46-3967230-Latest filing 2025
Plans
3
Retirement
1
$108.2M assets
Welfare
2
$635K premiums
Participants
1,317
7501 WISCONSIN AVENUE, SUITE 400W - BETHESDA, MD 20814301-272-2500
Plans on this EIN
3 filings
#001401k-$108.2M - 523 part#501Mixed-$635K - 711 lives#530Self Funded-0 lives

Benefits portfolio analytics

2 plans / $635K premiums / 711 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$373K
  • Other$215K
  • Life$170K
  • Long-term disability$170K
  • Vision$47K
Total $635K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • AETNA LIFE INSURANCE COMPANY59%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY27%
  • VISION SERVICE PLAN7%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • JANUS ASSOCIATES, INC. DBA BHS1%
Total $635K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $4K1 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

COMMON SECURITIZATION SOLUTIONS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES

401k

Assets$108.2M
Participants523
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

U.S. FINANCIAL TECHNOLOGY, LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$635K
Covered lives711
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

U.S. FINANCIAL TECHNOLOGY, LLC SEVERANCE PLAN FOR EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMON SECURITIZATION SOLUTIONS, LLC RETIREMENT SAVINGS PLAN FOR EMPLOYEES401k$108.2M5232024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501U.S. FINANCIAL TECHNOLOGY, LLC HEALTH AND WELFARE BENEFITS PLANMixedAETNA LIFE INSURANCE COMPANY$635K7112025
530U.S. FINANCIAL TECHNOLOGY, LLC SEVERANCE PLAN FOR EMPLOYEESSelf Funded-$002025
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