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Sponsor portfolio

PDF SOLUTIONS, INC.

EIN 25-1701361-computer software-Latest filing 2025
Plans
2
Retirement
1
$95.6M assets
Welfare
1
$1.7M premiums
Participants
647
2858 DE LA CRUZ BLVD. - SANTA CLARA, CA 95050408-280-7900pdf.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$95.6M - 352 part#501Fully Insured-$1.7M - 347 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$963K
  • Prescription drug$963K
  • Dental$405K
  • Other$181K
  • Life$171K
  • Long-term disability$50K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY24%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY16%
  • VISION SERVICE PLAN3%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • VERUS INSURANCE SERVICES, LLC96%
  • WATCHTOWER BENEFITS, LLC4%
Total $108K2 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

PDF SOLUTIONS, INC. 401(K) PLAN

401k

Assets$95.6M
Participants352
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PDF SOLUTIONS, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.7M
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PDF SOLUTIONS, INC. 401(K) PLAN401k$95.6M3522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PDF SOLUTIONS, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.7M3472025
Retirement plans
Welfare plans
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