PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EFFICIO LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 35-2558065

EFFICIO LLC

579 5TH AVE · NEW YORK, NY 10017
9172393917
Plans filed
1
Years active
2024–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
156
No prior year
Total participants
157
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.7M
EFFICIO LLC WELFARE BENEFITS PLAN
Fully insured156 covered·3 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.5M71.4%
Dental$141K6.8%
Vision$141K6.8%
Other$95K4.6%
Life$75K3.6%
Short-term disability$69K3.3%
Long-term disability$69K3.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
H
$1.5M86.0%1196
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620506281
HDVLSTDLTDOth
$237K14.0%16156

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAFIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY$101K$5K$106K90.1%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOFIRST UNUM LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$0$12K$12K9.9%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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