PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADAPTEC SOLUTIONS, LLC
Sponsor portfolio

ADAPTEC SOLUTIONS, LLC

EIN 81-1689436-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$3.0M premiums
Participants
547
140 COMMERCE DRIVE - ROCHESTER, NY 14623585-944-2200adaptecsolutions.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$16.7M - 362 part#501Fully Insured-$3.0M - 318 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 318 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$172K
  • Vision$172K
  • Life$154K
  • Short-term disability$154K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • COMPANION LIFE INSURANCE COMPANY5%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • GIS BENEFITS INC15%
Total $153K2 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

ADAPTEC SOLUTIONS 401(K) PLAN

401k

Assets$16.7M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADAPTEC SOLUTIONS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD

Premiums$3.0M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADAPTEC SOLUTIONS 401(K) PLAN401k$16.7M3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADAPTEC SOLUTIONS, LLC EMPLOYEE BENEFITS PLANFully InsuredEXCELLUS BLUE CROSS BLUE SHIELD$3.0M3182025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica