PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EXAGEN INC.
Sponsor portfolio

EXAGEN INC.

EIN 20-0434866-biotechnology-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$2.7M premiums
Participants
538
1261 LIBERTY WAY - VISTA, CA 92081760-477-5288exagen.comLinkedIn51-200 employeesbiotechnology
Plans on this EIN
2 filings
#002401k-$16.0M - 299 part#501Fully Insured-$2.7M - 364 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 364 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.0M
  • Vision$2.0M
  • Prescription drug$2.0M
  • Life$91K
  • Short-term disability$91K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • KAISER FOUNDATION HEALTH PLAN INC23%
  • ANTHEM LIFE INSURANCE COMPANY3%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $9171 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EXAGEN INC. 401(K) PLAN

401k

Assets$16.0M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXAGEN, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.7M
Covered lives364
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002EXAGEN INC. 401(K) PLAN401k$16.0M2992025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXAGEN, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.7M3642025
Retirement plans
Welfare plans
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