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Sponsor portfolio

AMPERITY, INC.

EIN 81-0890699-computer software-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$200K premiums
Participants
655
1201 2ND AVENUE, SUITE 1000 - SEATTLE, WA 98101206-427-1462amperity.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$26.4M - 384 part#501Mixed-$200K - 369 lives

Benefits portfolio analytics

1 plan / $200K premiums / 369 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$165K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • Vision$35K
Total $200K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • PRINCIPAL LIFE INSURANCE COMPANY79%
  • VISION SERVICE PLAN18%
  • CURALINC HEALTHCARE3%
  • WELLSPRING FAMILY SERVICES EAP1%
Total $200K4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • THE BALDWIN GROUP WEST LLC96%
  • USI INSURANCE SERVICES LLC4%
  • EMPLOYEE NAVIGATOR, LLC0%
Total $12K3 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

AMPERITY 401(K) PLAN

401k

Assets$26.4M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMPERITY, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$200K
Covered lives369
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMPERITY 401(K) PLAN401k$26.4M3842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMPERITY, INC. HEALTH AND WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$200K3692025
Retirement plans
Welfare plans
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