PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. HG Insights
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

HG Insights

EIN 27-2998713-computer software-Latest filing 2025
Plans
2
Retirement
1
$11.7M assets
Health & Benefits
1
$273K premiums
Participants
336
1 NORTH CALLE CESAR CHAVEZ, SUITE 100 - SANTA BARBARA, CA 93103805-880-1100hginsights.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$11.7M - 238 part#501Fully insured-$273K - 98 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $273K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$195K
  • Vision$195K
  • Life$195K
  • Short-term disability$195K
  • Long-term disability$195K
  • Other$195K
  • +2 more
Total $273K8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HG INSIGHTS, INC. 401(K) PLAN

401(k)

Assets$11.7M
Participants238
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HG INSIGHTS EMPLOYEE BENEFITS PLAN

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$273K
Covered lives98
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HG INSIGHTS, INC. 401(K) PLAN401(k)$11.7M2382024
  • HG INSIGHTS, INC. 401(K) PLAN$11.7M
    #001 · 401(k) · 2024238

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HG INSIGHTS EMPLOYEE BENEFITS PLANFully insuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$273K982025
  • HG INSIGHTS EMPLOYEE BENEFITS PLAN$273K
    #501 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 202598
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica