Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$206K
- Vision$206K
- Life$141K
- Short-term disability$141K
- Long-term disability$141K
- Other$141K
Sponsor portfolio
COTERIE APPLICATIONS INC.
EIN 83-3234193Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$347K premiums
Participants
361
181 S RIVERHEATH WAY, SUITE 1200 - APPLETON, WI 54915920-776-8868
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $347K premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA59%
- HARTFORD LIFE AND ACCIDENT41%
Broker market share
Schedule A broker compensation
59%top
- CORPORATE SYNERGIES GROUP LLC59%
- CENTRO BENEFITS RESEARCH LLC34%
- FOUNDATION RISK PARTNERS CORP6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COTERIE APPLICATIONS 401(K) PLAN
401k
Assets$7.0M
Participants204
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COTERIE GROUP BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$347K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COTERIE APPLICATIONS 401(K) PLAN | 401k | $7.0M | 204 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COTERIE GROUP BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $347K | 152 | 2025 |
Retirement plans
Welfare plans