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Sponsor portfolio

SAI360 INC.

EIN 73-1688805-computer software-Latest filing 2025
Plans
2
Retirement
1
$59.5M assets
Welfare
1
$312K premiums
Participants
545
205 WEST WACKER DRIVE, SUITE 1800 - CHICAGO, IL 60606781-398-3644sai360.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$59.5M - 384 part#502Mixed-$312K - 457 lives

Benefits portfolio analytics

1 plan / $312K premiums / 457 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$154K
  • Life$143K
  • Short-term disability$143K
  • Long-term disability$143K
  • Dental$143K
  • Vision$15K
Total $312K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA46%
  • METROPOLITAN LIFE INSURANCE COMPANY46%
  • EYEMED VISION CARE5%
  • JANUS ASSOCIATES, INC. DBA BHS3%
Total $312K4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • DIGITAL INSURANCE LLC71%
  • CENTRO BENEFITS RESEARCH LLC22%
  • ENROLLEASE7%
Total $31K3 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

SAI360 401(K) SAVINGS PLAN

401k

Assets$59.5M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SAI360 INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$312K
Covered lives457
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAI360 401(K) SAVINGS PLAN401k$59.5M3842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SAI360 INC. HEALTH AND WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$312K4572025
Retirement plans
Welfare plans
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