PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PENDO.IO, INC.

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 46-3519724

PENDO.IO, INC.

301 HILLSBOROUGH STREET · RALEIGH, NC 27603
8773208484
Plans filed
1
Years active
2019–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$8.2M
No prior year
Persons covered
1,354
No prior year
Total participants
651
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$8.2M
PENDO.IO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully insured1,354 covered·4 carriers
Primary: BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.3M45.7%
Prescription drug$7.3M45.7%
Dental$513K3.2%
Life$220K1.4%
Other$220K1.4%
Short-term disability$165K1.0%
Long-term disability$165K1.0%
Vision$84K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 560894904
HRx
$7.3M90.0%111,289
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$513K6.3%111,354
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$220K2.7%12652
VISION SERVICE PLAN
EIN 061227840
V
$84K1.0%11606

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA$25K$3K$28K69.2%1
MOSAIC GROUP SERVICESDURHAM, NCUNUM LIFE INSURANCE COMPANY OF AMERICA$0$12K$12K30.8%1

History & trajectory

6 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