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Sponsor portfolio

INVIDI TECHNOLOGIES CORPORATION

EIN 51-0490124-computer software-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$2.2M premiums
Participants
246
202 CARNEGIE CENTER, SUITE 204 - PRINCETON, NJ 08540609-951-3920invidi.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$21.7M - 144 part#501Fully Insured-$2.2M - 268 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Vision$1.9M
  • Prescription drug$1.9M
  • Other$205K
  • Short-term disability$196K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITEDHEALTHCARE INSURANCE COMPANY87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • AFLAC4%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • STUART MIGDON85%
  • MICHAEL JOSEPH MCGUIRE8%
  • MARY DRESSENDOFER2%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS1%
  • JUSTIN M SANCHEZ1%
  • +3 more
Total $123K8 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

INVIDI TECHNOLOGIES CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$21.7M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVIDI TECHNOLOGIES CORPORATION HEALTH & WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVIDI TECHNOLOGIES CORPORATIO 401(K) PROFIT SHARING PLAN & TRUST401k$21.7M1442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVIDI TECHNOLOGIES CORPORATION HEALTH & WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.2M2682025
Retirement plans
Welfare plans
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