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  2. MERATIVE US L.P.
Sponsor portfolio

MERATIVE US L.P.

EIN 88-1430661-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$117.6M assets
Welfare
1
$1.8M premiums
Participants
2,432
100 PHOENIX DRIVE, SUITE 100 - UNITED STATES, MI 48108800-835-5097merative.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$117.6M - 1,587 part#501Mixed-$1.8M - 1,413 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,413 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Life$859K
  • Long-term disability$859K
  • Dental$700K
  • Vision$151K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
  • METROPOLITAN LIFE INSURANCE COMPANY43%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • AETNA LIFE INSURANCE COMPANY2%
  • HEALTH AND HUMAN RESOURCE CENTER0%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • FIDELITY HEALTH INSURANCE SERVICES3%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $110K3 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

MERATIVE US L.P. 401(K) RETIREMENT PLAN

401k

Assets$117.6M
Participants1,587
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERATIVE, L.P. HEALTH AND WELFARE PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,413
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERATIVE US L.P. 401(K) RETIREMENT PLAN401k$117.6M1,5872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERATIVE, L.P. HEALTH AND WELFARE PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.8M1,4132024
Retirement plans
Welfare plans
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