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Sponsor portfolio

CLARITY PARTNERS, LLC

EIN 80-0123899-management consulting-Latest filing 2025
Plans
2
Retirement
1
$15.6M assets
Welfare
1
$560K premiums
Participants
354
20 N. CLARK STREET, STE. 3600 - CHICAGO, IL 60602312-920-0550findyourclarity.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$15.6M - 200 part#501Mixed-$560K - 154 lives

Benefits portfolio analytics

1 plan / $560K premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$410K
  • Dental$141K
  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • Vision$8K
Total $560K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • WESTPORT INSURANCE CORPORATION73%
  • STANDARD INSURANCE COMPANY25%
  • VISION SERVICE PLAN1%
Total $560K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • GCG FINANCIAL LLC83%
  • BRIO BENEFIT CONSULTING INC17%
Total $21K2 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

CLARITY PARTNERS, LLC 401(K) PLAN AND TRUST

401k

Assets$15.6M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLARITY PARTNERS, LLC EMPLOYEE BENEFIT PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION

Premiums$560K
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARITY PARTNERS, LLC 401(K) PLAN AND TRUST401k$15.6M2002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLARITY PARTNERS, LLC EMPLOYEE BENEFIT PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INSURANCE CORPORATION$560K1542025
Retirement plans
Welfare plans
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