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Sponsor portfolio

INVOCA, INC.

EIN 26-4390865-computer software-Latest filing 2025
Plans
2
Retirement
1
$47.5M assets
Welfare
1
$4.8M premiums
Participants
827
8605 SANTA MONICA BOULEVARD, SUITE 56543 - WEST HOLLYWOOD, CA 90069844-258-6489invoca.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$47.5M - 488 part#501Fully Insured-$4.8M - 833 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 833 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Other$397K
  • Dental$342K
  • Vision$342K
  • Life$342K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • SPRING HEALTH1%
Total $4.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $285K1 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

INVOCA, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$47.5M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INVOCA HEALTH AND WELFARE PLANS

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.8M
Covered lives833
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INVOCA, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$47.5M4882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INVOCA HEALTH AND WELFARE PLANSFully InsuredBLUE CROSS OF CALIFORNIA$4.8M8332025
Retirement plans
Welfare plans
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