Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Dental$3.6M
- Vision$3.6M
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- +1 more
Sponsor portfolio
NOTARIZE, INC.
EIN 47-3768464information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$12.5M assets
Welfare
1
$3.6M premiums
Participants
476
867 BOYLSTON STREET, 5TH FLOOR #1656 - BOSTON, MA 02116857-347-4452LinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.6M premiums / 344 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NOTARIZE 401(K) PLAN
401k
Assets$12.5M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NOTARIZE, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.6M
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NOTARIZE 401(K) PLAN | 401k | $12.5M | 285 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NOTARIZE, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.6M | 344 | 2025 |
Retirement plans
Welfare plans