Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$293K
- Life$257K
- Vision$68K
- Health$33K
- Dental$33K
- Prescription drug$33K
Sponsor portfolio
ONTARIO SYSTEMS, LLC DBA FINVI
EIN 75-3122530Latest filing 2025
Plans
2
Retirement
1
$72.1M assets
Welfare
1
$361K premiums
Participants
896
700 DISTRICT AVE, FLOOR 9 - BURLINGTON, MA 01803765-751-7029
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $361K premiums / 290 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA71%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN10%
- HAWAII MEDICAL SERVICE ASSOCIATION9%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ONTARIO SYSTEMS, LLC 401(K) PLAN
401k
Assets$72.1M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ONTARIO SYSTEMS, LLC EMPLOYEE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$361K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ONTARIO SYSTEMS, LLC 401(K) PLAN | 401k | $72.1M | 602 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ONTARIO SYSTEMS, LLC EMPLOYEE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $361K | 290 | 2025 |
Retirement plans
Welfare plans