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Sponsor portfolio

EXTERRO, INC.

EIN 93-1306007-computer software-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$5.4M premiums
Participants
768
2175 NW RALEIGH STREET, SUITE 110 - PORTLAND, OR 97210503-501-5111exterro.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$26.1M - 406 part#501Fully Insured-$5.4M - 818 lives

Benefits portfolio analytics

1 plan / $5.4M premiums / 818 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.1M
  • Health$5.0M
  • Prescription drug$5.0M
  • Dental$242K
  • Life$137K
  • Short-term disability$137K
  • +2 more
Total $5.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • EYEMED VISION CARE0%
Total $5.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • AON CONSULTING INC0%
  • CUSTOM BENEFIT PROGRAMS INC0%
Total $164K3 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

EXTERRO, INC. 401(K) PLAN

401k

Assets$26.1M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXTERRO, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$5.4M
Covered lives818
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXTERRO, INC. 401(K) PLAN401k$26.1M4062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXTERRO, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$5.4M8182025
Retirement plans
Welfare plans
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