Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$10.7M
- Dental$678K
- Long-term disability$276K
- Life$135K
- Other$135K
- Vision$122K
Sponsor portfolio
EQUITY HR INC
EIN 27-0037153Latest filing 2025
Plans
2
Retirement
1
$91.3M assets
Welfare
1
$11.9M premiums
Participants
1,721
5655 SILVER CREEK VALLEY RD PMB 237 - SAN JOSE, CA 951382473408-364-2800
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $11.9M premiums / 1,030 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- ANTHEM LIFE INSURANCE COMPANY66%
- KAISER FOUNDATION HEALTH PLAN INC24%
- DELTA DENTAL OF CALIFORNIA6%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- APEX BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EQUITY HR, INC. 401(K) MULTIPLE EMPLOYER PLAN
401k
Assets$91.3M
Participants1,046
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
EQUITY HR INC HEALTH & WELFARE PLAN
Mixed - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY
Premiums$11.9M
Covered lives1,030
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EQUITY HR, INC. 401(K) MULTIPLE EMPLOYER PLAN | 401k | $91.3M | 1,046 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | EQUITY HR INC HEALTH & WELFARE PLAN | Mixed | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $11.9M | 1,030 | 2025 |
Retirement plans
Welfare plans