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Sponsor portfolio

PHILO, INC.

EIN 27-3472079-entertainment-Latest filing 2025
Plans
3
Retirement
1
$11.7M assets
Welfare
2
$860K premiums
Participants
344
225 GREEN STREET - SAN FRANCISCO, CA 94111408-418-6457philo.comLinkedIn51-200 employeesentertainment
Plans on this EIN
3 filings
#001401k-$11.7M - 174 part#501Fully Insured-$860K - 167 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $860K premiums / 167 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$575K
  • Prescription drug$575K
  • Dental$286K
  • Vision$286K
  • Life$286K
  • Long-term disability$286K
  • +1 more
Total $860K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA33%
Total $860K2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • BENEFITS AMERICA INSURANCE SERVICES62%
  • SEQUOIA BENEFITS & INS SVCS LLC29%
  • BEERE & PURVES INC9%
Total $73K3 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

PHILO, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$11.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILO HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$860K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PHILO, INC. MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILO, INC. 401(K) PROFIT SHARING PLAN401k$11.7M1742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILO HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$860K1672025
502PHILO, INC. MEDICAL PLANSelf Funded-$002024
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