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Sponsor portfolio

SIRSIDYNIX

EIN 63-1233771-computer software-Latest filing 2024
Plans
2
Retirement
1
$53.4M assets
Welfare
1
$4.8M premiums
Participants
3,257
3300 NORTH ASHTON BLVD, SUITE 500 - LEHI, UT 84043801-223-5488sirsidynix.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$53.4M - 372 part#502Fully Insured-$4.8M - 2,885 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 2,885 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Other$767K
  • Life$725K
  • Short-term disability$725K
  • Long-term disability$725K
  • Dental$259K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • SELECTHEALTH79%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • AFLAC0%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • IMA, INC.72%
  • AON CONSULTING INC23%
  • DIVERSIFIED INSURANCE GROUP2%
  • WATCHTOWER BENEFITS, LLC2%
  • KAREN HARMER1%
  • +3 more
Total $237K8 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

SIRSIDYNIX 401(K) PROFIT SHARING PLAN

401k

Assets$53.4M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SIRSIDYNIX CAFETERIA PLAN

Fully Insured - SELECTHEALTH

Premiums$4.8M
Covered lives2,885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIRSIDYNIX 401(K) PROFIT SHARING PLAN401k$53.4M3722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SIRSIDYNIX CAFETERIA PLANFully InsuredSELECTHEALTH$4.8M2,8852024
Retirement plans
Welfare plans
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