Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$463K
- Prescription drug$463K
- Dental$318K
- Other$209K
- Life$170K
- Short-term disability$170K
- +2 more
Sponsor portfolio
IVALUA, INC.
EIN 27-0888722Latest filing 2025
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$1.0M premiums
Participants
522
805 VETERANS BOULEVARD, SUITE 203 - REDWOOD CITY, CA 94063650-930-9710
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 222 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY33%
- LIFE INSURANCE COMPANY OF NORTH AMERICA16%
- VISION SERVICE PLAN5%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
97%top
- ABD INS. AND FINANCIAL SVCS., INC.97%
- BROWN & BROWN INSURANCE SERVICES3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVALUA, INC. 401(K) PLAN
401k
Assets$23.9M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
IVALUA INC. HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.0M
Covered lives222
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVALUA, INC. 401(K) PLAN | 401k | $23.9M | 296 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | IVALUA INC. HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.0M | 222 | 2025 |
Retirement plans
Welfare plans