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  2. CITCO TECHNOLOGY MANAGEMENT, INC.
Sponsor portfolio

CITCO TECHNOLOGY MANAGEMENT, INC.

EIN 65-0307157-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$271.2M assets
Welfare
2
$3.9M premiums
Participants
2,453
5900 N ANDREWS SUITE 700 - FT LAUDERDALE, FL 33309954-351-7244LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$271.2M - 1,212 part#501Fully Insured-$3.9M - 755 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.9M premiums / 755 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.8M
  • Dental$1.4M
  • Vision$1.1M
  • Health$361K
  • Prescription drug$361K
  • Long-term disability$305K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • QBE INSURANCE45%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY36%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK17%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
Total $3.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $205K1 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

CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN

401k

Assets$271.2M
Participants1,212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CITCO TECHNOLOGY MANAGEMENT, INC.

Fully Insured - QBE INSURANCE

Premiums$3.9M
Covered lives755
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CITCO TECHNOLOGY MANAGEMENT SECTION 125 CAFETERIA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN401k$271.2M1,2122024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CITCO TECHNOLOGY MANAGEMENT, INC.Fully InsuredQBE INSURANCE$3.9M7552024
502CITCO TECHNOLOGY MANAGEMENT SECTION 125 CAFETERIA PLANSelf Funded-$002024
Retirement plans
Welfare plans
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