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Sponsor portfolio

LEARNEO, INC.

EIN 20-8176241-Latest filing 2025
Plans
2
Retirement
1
$45.7M assets
Welfare
1
$2.6M premiums
Participants
723
2261 MARKET STREET, STE 10569 - SAN FRANCISCO, CA 94114510-219-4562
Plans on this EIN
2 filings
#001401k-$45.7M - 616 part#501Mixed-$2.6M - 200 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$386K
  • Vision$156K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $2.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $115K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEARNEO, INC. 401(K) PLAN

401k

Assets$45.7M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEARNEO, INC. EMPLOYEE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$2.6M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEARNEO, INC. 401(K) PLAN401k$45.7M6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEARNEO, INC. EMPLOYEE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$2.6M2002025
Retirement plans
Welfare plans
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