Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$280K
- Prescription drug$280K
- Dental$256K
- Vision$256K
- Life$256K
- Short-term disability$256K
- +1 more
Sponsor portfolio
PARALLEL ADVISORS LLC
EIN 20-4420591financial servicesLatest filing 2025
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$536K premiums
Participants
272
150 SPEAR STREET, SUITE 1600 - SAN FRANCISCO, CA 94105415-728-9198paralleladvisors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $536K premiums / 256 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- PRINCIPAL LIFE INSURANCE COMPANY48%
- KAISER FOUNDATION HEALTH PLAN INC39%
- HAWAII MEDICAL SERVICE ASSOCIATION13%
Broker market share
Schedule A broker compensation
75%top
- NORTHGATE BENEFITS75%
- AMWINS25%
- JOHN G JAKIEMIEC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PARALLEL ADVISORS LLC 401(K) PLAN
401k
Assets$16.7M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PARALLEL ADVISORS LLC WELFARE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$536K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PARALLEL ADVISORS LLC 401(K) PLAN | 401k | $16.7M | 134 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PARALLEL ADVISORS LLC WELFARE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $536K | 256 | 2025 |
Retirement plans
Welfare plans