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Sponsor portfolio

ICERTIS

EIN 80-0380654-computer software-Latest filing 2025
Plans
2
Retirement
1
$46.6M assets
Welfare
1
$488K premiums
Participants
917
14711 NE 29TH PLACE, SUITE 225 - BELLEVUE, WA 98007425-279-8381icertis.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$46.6M - 540 part#501Mixed-$488K - 373 lives

Benefits portfolio analytics

1 plan / $488K premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$444K
  • Short-term disability$444K
  • Long-term disability$444K
  • Other$444K
  • Vision$44K
Total $488K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARTFORD LIFE AND ACCIDENT91%
  • VISION SERVICE PLAN9%
Total $488K2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC63%
  • BROWN & BROWN INSURANCE SERVICES37%
Total $35K2 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

ICERTIS 401(K) PLAN

401k

Assets$46.6M
Participants540
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ICERTIS HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$488K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ICERTIS 401(K) PLAN401k$46.6M5402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ICERTIS HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$488K3732025
Retirement plans
Welfare plans
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