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Sponsor portfolio

YUBICO, INC.

EIN 26-1373707-Latest filing 2025
Plans
2
Retirement
1
$32.1M assets
Welfare
1
$7.2M premiums
Participants
723
5201 GREAT AMERICA PARKWAY, SUITE 122 - SANTA CLARA, CA 95054708-957-6813
Plans on this EIN
2 filings
#001401k-$32.1M - 372 part#501Fully Insured-$7.2M - 716 lives

Benefits portfolio analytics

1 plan / $7.2M premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Prescription drug$6.5M
  • Other$676K
  • Dental$664K
  • Life$664K
  • Short-term disability$664K
  • +2 more
Total $7.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • BLUE CROSS OF CALIFORNIA79%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
  • CONCERN EAP0%
Total $7.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $379K1 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

YUBICO INC. 401(K) PLAN

401k

Assets$32.1M
Participants372
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

YUBICO, INC. GROUP HEALTH PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$7.2M
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001YUBICO INC. 401(K) PLAN401k$32.1M3722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501YUBICO, INC. GROUP HEALTH PLANFully InsuredBLUE CROSS OF CALIFORNIA$7.2M7162025
Retirement plans
Welfare plans
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