Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$390K
- Prescription drug$390K
- Dental$260K
- Other$191K
- Life$132K
- Short-term disability$132K
- +2 more
Sponsor portfolio
RECURLY, INC.
EIN 27-0926799computer softwareLatest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$884K premiums
Participants
557
201 SPEAR STREET, SUITE 1100 - SAN FRANCISCO, CA 94105415-992-3409recurly.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $884K premiums / 235 covered livesCarrier market share
Premium dollars by Schedule A carrier
44%top
- KAISER FOUNDATION HEALTH PLAN INC44%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY29%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY21%
- VISION SERVICE PLAN5%
- ARAG INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RECURLY, INC. 401(K) PLAN
401k
Assets$18.8M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RECURLY, INC. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$884K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RECURLY, INC. 401(K) PLAN | 401k | $18.8M | 313 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RECURLY, INC. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $884K | 235 | 2025 |
Retirement plans
Welfare plans