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Sponsor portfolio

FINCENTRIC ACQUISITION, LLC DBA COMMUNIFY

EIN 99-4310894-Latest filing 2024
Plans
3
Retirement
0
Welfare
3
$148K premiums
Participants
223
385 INTERLOCKEN CRESENT - BROOMFIELD, CO 80021919-757-4030
Plans on this EIN
3 filings
#501Mixed-$82K - 524 lives#503Fully Insured-$54K - 269 lives#502Fully Insured-$12K - 200 lives

Benefits portfolio analytics

3 plans / $148K premiums / 993 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$82K
  • Life$54K
  • Short-term disability$54K
  • Long-term disability$54K
  • Other$54K
  • Vision$12K
Total $148K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • AETNA LIFE INSURANCE COMPANY56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY36%
  • VISION SERVICE PLAN8%
Total $148K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#501

COMMUNIFY MEDICAL BENEFITS

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$82K
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COMMUNIFY ANCILLARY BENEFITS

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$54K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

COMMUNIFY VISION BENEFITS

Fully Insured - VISION SERVICE PLAN

Premiums$12K
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNIFY MEDICAL BENEFITSMixedAETNA LIFE INSURANCE COMPANY$82K5242024
503COMMUNIFY ANCILLARY BENEFITSFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$54K2692024
502COMMUNIFY VISION BENEFITSFully InsuredVISION SERVICE PLAN$12K2002024
Welfare plans
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