PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ORGILL, INC.
Sponsor portfolio

ORGILL, INC.

EIN 62-0314720-wholesale-Latest filing 2025
Plans
2
Retirement
1
$275.3M assets
Welfare
1
$5.5M premiums
Participants
9,735
4100 SOUTH HOUSTON LEVEE ROAD - COLLIERVILLE, TN 38017901-754-8850orgill.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
2 filings
#002401k-$275.3M - 6,552 part#501Mixed-$5.5M - 4,581 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 4,581 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Life$3.2M
  • Short-term disability$3.2M
  • Long-term disability$3.2M
  • Dental$1.8M
  • Vision$366K
Total $5.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • RELIASTAR LIFE INSURANCE COMPANY58%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
  • VISION SERVICE PLAN7%
  • LEGALPLANS, USA2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $5.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • WILLIS TOWERS WATSON US LLC58%
  • MERCER HEALTH AND BENEFITS, LLC34%
  • PLANSOURCE BENEFITS ADMINISTRATION8%
Total $422K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ORGILL, INC. 401(K) PLAN

401k

Assets$275.3M
Participants6,552
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ORGILL, INC. HEALTH AND WELFARE PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$5.5M
Covered lives4,581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ORGILL, INC. 401(K) PLAN401k$275.3M6,5522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ORGILL, INC. HEALTH AND WELFARE PLANMixedRELIASTAR LIFE INSURANCE COMPANY$5.5M4,5812025
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