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Sponsor portfolio

PERCEPTYX, INC.

EIN 20-0006759-computer software-Latest filing 2025
Plans
2
Retirement
1
$29.2M assets
Welfare
1
$790K premiums
Participants
619
28765 SINGLE OAK DRIVE, SUITE 250 - TEMECULA, CA 92590951-676-4414perceptyx.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$29.2M - 422 part#505Fully Insured-$790K - 499 lives

Benefits portfolio analytics

1 plan / $790K premiums / 499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$312K
  • Health$278K
  • Prescription drug$278K
  • Other$146K
  • Life$115K
  • Short-term disability$115K
  • +2 more
Total $790K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
Total $790K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • IMA, INC.89%
  • WATCHTOWER BENEFITS, LLC6%
  • LACRISURE OF CALIFORNIA, LLC2%
  • WWW INSURANCE, LLC2%
  • AON CONSULTING INC1%
Total $69K5 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

PERCEPTYX, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$29.2M
Participants422
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PERCEPTYX, INC. WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$790K
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERCEPTYX, INC. 401(K) PROFIT SHARING PLAN401k$29.2M4222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PERCEPTYX, INC. WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$790K4992025
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