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Sponsor portfolio

MATRIXX SOFTWARE INC.

EIN 26-3994420-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.6M premiums
Participants
201
1098 FOSTER CITY BLVD. SUITE 106 # - FOSTER CITY, CA 94404669-267-6333matrixx.comLinkedIn201-500 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$18.1M - 117 part#501Fully Insured-$1.6M - 104 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 104 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$185K
  • Vision$185K
  • Other$115K
  • Life$109K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • KAISER FOUNDATION HEALTH PLAN INC21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $126K1 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

MATRIXX SOFTWARE 401(K) PLAN

401k

Assets$18.1M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MATRIXX SOFTWARE, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives104
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MATRIXX SOFTWARE 401(K) PLAN401k$18.1M1172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MATRIXX SOFTWARE, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.6M1042024
Retirement plans
Welfare plans
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