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Sponsor portfolio

AUTOMATTIC INC.

EIN 20-2602536-computer software-Latest filing 2025
Plans
2
Retirement
1
$140.7M assets
Welfare
1
$18.4M premiums
Participants
1,753
60 29TH STREET, SUITE 343 - SAN FRANCISCO, CA 94110415-350-3278automattic.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#002401k-$140.7M - 1,159 part#501Fully Insured-$18.4M - 1,580 lives

Benefits portfolio analytics

1 plan / $18.4M premiums / 1,580 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.9M
  • Prescription drug$17.9M
  • Dental$17.3M
  • Vision$502K
  • Life$502K
  • Short-term disability$502K
  • +2 more
Total $18.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $18.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • LUMITY, INC.84%
  • GCG FINANCIAL LLC15%
  • JIM FRENCH0%
Total $823K3 slices

Plan deep-dives

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

AUTOMATTIC INC. 401(K) PLAN

401k

Assets$140.7M
Participants1,159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOMATTIC INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$18.4M
Covered lives1,580
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AUTOMATTIC INC. 401(K) PLAN401k$140.7M1,1592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOMATTIC INC. WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$18.4M1,5802025
Retirement plans
Welfare plans
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