Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$204K
- Life$187K
- Short-term disability$187K
- Long-term disability$187K
- Vision$29K
Sponsor portfolio
AFFINITIV, INC.
EIN 81-3352377computer softwareLatest filing 2025
Plans
2
Retirement
1
$31.1M assets
Welfare
1
$233K premiums
Participants
909
1130 WEST LAKE COOK, SUITE 120 - BUFFALO GROVE, IL 60089844-378-0200affinitiv.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $233K premiums / 347 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
- VISION SERVICE PLAN12%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINITIV 401(K) PLAN
401k
Assets$31.1M
Participants573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AFFINITIV INC HEALTH & WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$233K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINITIV 401(K) PLAN | 401k | $31.1M | 573 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AFFINITIV INC HEALTH & WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $233K | 347 | 2025 |
Retirement plans
Welfare plans