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Sponsor portfolio

AGENDIA, INC.

EIN 26-2136244-biotechnology-Latest filing 2025
Plans
2
Retirement
1
$18.3M assets
Welfare
1
$2.8M premiums
Participants
438
22 MORGAN - IRVINE, CA 926182202949-540-6300agendia.comLinkedIn51-200 employeesbiotechnology
Plans on this EIN
2 filings
#001401k-$18.3M - 266 part#501Fully Insured-$2.8M - 168 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$154K
  • Other$60K
  • Short-term disability$42K
  • Long-term disability$33K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CALIFORNIA PHYSICIANS SERVICE69%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • HARTFORD LIFE AND ACCIDENT1%
  • +2 more
Total $2.8M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $161K1 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

AGENDIA, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$18.3M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AGENDIA, INC. HEALTH & WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.8M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AGENDIA, INC. 401(K) PROFIT SHARING PLAN401k$18.3M2662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AGENDIA, INC. HEALTH & WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.8M1682025
Retirement plans
Welfare plans
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