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Sponsor portfolio

SPATHE SYSTEMS, LLC

EIN 47-1787825-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$5.3M assets
Welfare
1
$143K premiums
Participants
422
5401 W. KENNEDY BLVD. #750 - TAMPA, FL 33609813-853-0918spathesystems.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$5.3M - 239 part#501Fully Insured-$143K - 197 lives

Benefits portfolio analytics

1 plan / $143K premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • Other$141K
  • Health$1K
  • Dental$1K
  • +1 more
Total $143K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA99%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $143K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INSURANCE OFFICE OF AMERICA100%
Total $21K1 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

SPATHE SYSTEMS LLC 401(K) PLAN

401k

Assets$5.3M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPATHE SYSTEMS LLC WELFARE BENEFITS PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$143K
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPATHE SYSTEMS LLC 401(K) PLAN401k$5.3M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPATHE SYSTEMS LLC WELFARE BENEFITS PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$143K1972024
Retirement plans
Welfare plans
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