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Sponsor portfolio

PERSONIFY HEALTH, INC.

EIN 20-2547480-computer software-Latest filing 2025
Plans
2
Retirement
1
$178.1M assets
Welfare
1
$10.4M premiums
Participants
3,166
51 WEST 3RD STREET, SUITE 400 - TEMPE, AZ 85271612-659-3197virginpulse.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$178.1M - 3,166 part#501Fully Insured-$10.4M - 0 lives

Benefits portfolio analytics

1 plan / $10.4M premiums / 0 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.6M
  • Dental$701K
  • Vision$117K
Total $10.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DELTA DENTAL OF CALIFORNIA7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $10.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • MERCER HEALTH AND BENEFITS, LLC66%
  • BUCK GLOBAL LLC34%
Total $156K2 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

PERSONIFY HEALTH, INC. 401(K) PLAN

401k

Assets$178.1M
Participants3,166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VIRGIN PULSE, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$10.4M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSONIFY HEALTH, INC. 401(K) PLAN401k$178.1M3,1662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VIRGIN PULSE, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$10.4M02024
Retirement plans
Welfare plans
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