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Sponsor portfolio

BLOOMREACH, INC.

EIN 26-4237993-computer software-Latest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$5.5M premiums
Participants
613
700 E EL CAMINO REAL SUITE 130 - MOUNTAIN VIEW, CA 94040888-263-3917bloomreach.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$23.8M - 373 part#501Fully Insured-$5.5M - 433 lives

Benefits portfolio analytics

1 plan / $5.5M premiums / 433 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.1M
  • Prescription drug$5.1M
  • Other$463K
  • Dental$459K
  • Vision$459K
  • Life$459K
  • +2 more
Total $5.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • AETNA LIFE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $5.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $210K1 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

BLOOMREACH, INC. 401(K) PLAN & TRUST

401k

Assets$23.8M
Participants373
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLOOMREACH HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.5M
Covered lives433
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLOOMREACH, INC. 401(K) PLAN & TRUST401k$23.8M3732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLOOMREACH HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$5.5M4332025
Retirement plans
Welfare plans
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