Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Dental$1.3M
- Vision$1.3M
- Life$78K
- Short-term disability$78K
- +2 more
Sponsor portfolio
PHILZ COFFEE, INC.
EIN 20-8459997retailLatest filing 2025
Plans
2
Retirement
1
$8.9M assets
Welfare
1
$2.7M premiums
Participants
1,991
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 333 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- CALIFORNIA PHYSICIANS SERVICE49%
- KAISER FOUNDATION HEALTH PLAN INC48%
- SUN LIFE ASSURANCE COMPANY OF CANADA3%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHILZ COFFEE 401(K) PLAN
401k
Assets$8.9M
Participants1,648
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHILZ COFFEE HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.7M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILZ COFFEE 401(K) PLAN | 401k | $8.9M | 1,648 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHILZ COFFEE HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $2.7M | 333 | 2025 |
Retirement plans
Welfare plans