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Sponsor portfolio

CONVOSO, INC.

EIN 27-1792576-computer software-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$383K premiums
Participants
249
22837 VENTURA BLVD., SUITE 300 - WOODLAND HILLS, CA 91364916-221-8820convoso.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$5.8M - 138 part#501Fully Insured-$383K - 176 lives

Benefits portfolio analytics

1 plan / $383K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$238K
  • Dental$94K
  • Vision$51K
  • Life$51K
  • Short-term disability$51K
  • Long-term disability$51K
  • +1 more
Total $383K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • KAISER FOUNDATION HEALTH PLAN INC62%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $383K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • ACRISURE LLC72%
  • PROFESSIONAL GROUP PLANS INC20%
  • REUBEN WARNER ASSOCIATES, INC.9%
Total $38K3 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

CONVOSO, INC.

401k

Assets$5.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONVOSO, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$383K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVOSO, INC.401k$5.8M1382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONVOSO, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$383K1762025
Retirement plans
Welfare plans
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