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Sponsor portfolio

CLARITAS LLC

EIN 81-4488077-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$32.3M assets
Welfare
1
$463K premiums
Participants
531
8044 MONTGOMERY ROAD - CINCINNATI, OH 45236513-739-6869claritas.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$32.3M - 298 part#501Mixed-$463K - 337 lives

Benefits portfolio analytics

1 plan / $463K premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$291K
  • Short-term disability$291K
  • Long-term disability$291K
  • Other$291K
  • Dental$145K
  • Vision$27K
Total $463K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY63%
  • DELTA DENTAL OF CALIFORNIA31%
  • VISION SERVICE PLAN6%
Total $463K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLARITAS 401(K) PLAN

401k

Assets$32.3M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLARITAS LLC WELFARE BENEFIT PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$463K
Covered lives337
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLARITAS 401(K) PLAN401k$32.3M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLARITAS LLC WELFARE BENEFIT PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$463K3372025
Retirement plans
Welfare plans
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