PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MITEL (DELAWARE), INC.
Sponsor portfolio

MITEL (DELAWARE), INC.

EIN 86-0220994-Latest filing 2025
Plans
2
Retirement
1
$227.8M assets
Welfare
1
$1.2M premiums
Participants
1,890
2160 WEST BROADWAY ROAD, SUITE 103 - MESA, AZ 85202469-610-3985
Plans on this EIN
2 filings
#001401k-$227.8M - 1,493 part#502Mixed-$1.2M - 783 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 783 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$672K
  • Life$487K
  • Short-term disability$487K
  • Long-term disability$487K
  • Dental$444K
  • Vision$60K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY51%
  • DELTA DENTAL OF CALIFORNIA38%
  • VISION SERVICE PLAN5%
  • ACE AMERICAN INSURANCE COMPANY3%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
  • +1 more
Total $1.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • BROWN & BROWN INSURANCE SERVICES81%
  • REUBEN WARNER ASSOCIATES, INC.12%
  • UNKNOWN4%
  • INTERMEDIARY SOLUTIONS COMPANY2%
  • PAT F PARKER0%
  • +2 more
Total $55K7 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

MITEL 401(K) PLAN

401k

Assets$227.8M
Participants1,493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MITEL (DELAWARE), A DELAWARE CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives783
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MITEL 401(K) PLAN401k$227.8M1,4932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MITEL (DELAWARE), A DELAWARE CORPORATION EMPLOYEE WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.2M7832025
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