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Sponsor portfolio

CONVERGENZ, LLC

EIN 52-2254225-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$8.2M assets
Welfare
1
$955K premiums
Participants
330
1595 SPRING HILL ROAD, SUITE 100 - VIENNA, VA 22182703-584-3535conv.comLinkedIn201-500 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$8.2M - 243 part#501Fully Insured-$955K - 229 lives

Benefits portfolio analytics

1 plan / $955K premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$797K
  • Prescription drug$797K
  • Life$88K
  • Short-term disability$88K
  • Long-term disability$88K
  • Other$88K
  • +2 more
Total $955K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • STARMOUNT LIFE INSURANCE COMPANY1%
Total $955K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $41K1 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

CONVERGENZ 401(K) RETIREMENT PLAN

401k

Assets$8.2M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONVERGENZ, LLC HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$955K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVERGENZ 401(K) RETIREMENT PLAN401k$8.2M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONVERGENZ, LLC HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$955K2292025
Retirement plans
Welfare plans
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