PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CONNECTIFY HR LLC
Sponsor portfolioTH

CONNECTIFY HR LLC

EIN 86-3868012-human resources-Latest filing 2025
Plans
2
Retirement
1
$84.4M assets
Welfare
1
$9.4M premiums
Participants
6,297
1840 NW 118TH ST, STE 108 - CLIVE, IA 50325515-207-0720connectifyhr.comLinkedIn11-50 employeeshuman resources
Plans on this EIN
2 filings
#333401k-$84.4M - 2,986 part#501Mewa-$9.4M - 2,205 lives

Benefits portfolio analytics

1 plan / $9.4M premiums / 2,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.7M
  • Other$1.7M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Dental$1.0M
  • +1 more
Total $9.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • HEALTHPARTNERS INSURANCE COMPANY70%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • DELTA DENTAL OF CALIFORNIA11%
  • VERATRUS BENEFIT SOLUTIONS3%
  • BLUE CROSS OF CALIFORNIA1%
  • +1 more
Total $9.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ND, INC.85%
  • THOMPSON RISK II, LLC15%
  • DUNCAN, JOEL0%
  • KHI SOLUTIONS LLC0%
  • NFP INSURANCE SERVICES INC0%
Total $269K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

CONNECTIFY HR RETIREMENT SAVINGS PLAN

401k

Assets$84.4M
Participants2,986
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONNECTIFY HR LLC WELFARE BENEFIT PLAN

Mewa - HEALTHPARTNERS UNITYPOINT HEALTH

Premiums$9.4M
Covered lives2,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333CONNECTIFY HR RETIREMENT SAVINGS PLAN401k$84.4M2,9862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONNECTIFY HR LLC WELFARE BENEFIT PLANMewaHEALTHPARTNERS UNITYPOINT HEALTH$9.4M2,2052025
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