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Sponsor portfolio

ONTIVITY, LLC

EIN 81-1556522-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$20.6M assets
Welfare
1
$2.6M premiums
Participants
1,563
1821 WATSON LN. E. - NEW BRAUNFELS, TX 78130888-287-0401ontivity.comLinkedIn501-1000 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$20.6M - 788 part#502Fully Insured-$2.6M - 1,155 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.8M
  • Health$1.8M
  • Prescription drug$1.8M
  • Other$729K
  • Life$392K
  • Short-term disability$392K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY70%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • LOCKTON COMPANIES, LLC0%
Total $232K2 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

ONTIVITY 401(K) PLAN

401k

Assets$20.6M
Participants788
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ONTIVITY, LLC HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE CO.

Premiums$2.6M
Covered lives1,155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONTIVITY 401(K) PLAN401k$20.6M7882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ONTIVITY, LLC HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE CO.$2.6M1,1552025
Retirement plans
Welfare plans
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