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Sponsor portfolio

BILLFLOAT, INC.

EIN 27-0865497-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$3.4M premiums
Participants
340
417 MONTGOMERY ST., SUITE 600 - SAN FRANCISCO, CA 94104415-390-2618billfloat.comLinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$9.0M - 224 part#501Fully Insured-$3.4M - 235 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Life$315K
  • Other$315K
  • Dental$297K
  • Vision$297K
  • Short-term disability$297K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $147K1 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

FORUS 401(K)

401k

Assets$9.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BILLFLOAT, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$3.4M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORUS 401(K)401k$9.0M2242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BILLFLOAT, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$3.4M2352024
Retirement plans
Welfare plans
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