PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHARECARE OPERATING COMPANY, INC.
Sponsor portfolio

SHARECARE OPERATING COMPANY, INC.

EIN 27-0876664-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$90.8M assets
Welfare
1
$1.0M premiums
Participants
3,856
255 EAST PACES FERRY ROAD NE, SUITE 700 - ATLANTA, GA 30305404-671-4000sharecare.comLinkedIn1001-5000 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401k-$90.8M - 2,313 part#504Fully Insured-$1.0M - 1,543 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 1,543 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$901K
  • Life$739K
  • Short-term disability$739K
  • Long-term disability$739K
  • Vision$135K
  • Health$12K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • USI INSURANCE SERVICES LLC100%
  • ASSUREDPARTNERS0%
Total $192K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SHARECARE, INC. 401(K) PLAN

401k

Assets$90.8M
Participants2,313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SHARECARE, INC. WELFARE BENEFIT PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.0M
Covered lives1,543
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHARECARE, INC. 401(K) PLAN401k$90.8M2,3132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SHARECARE, INC. WELFARE BENEFIT PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$1.0M1,5432025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica