Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
GLOOKO, INC.
EIN 27-3873317hospital & health careLatest filing 2025
Plans
3
Retirement
2
$18.2M assets
Welfare
1
$116K premiums
Participants
390
579 UNIVERSITY AVE - PALO ALTO, CA 94301650-720-5310glooko.comLinkedIn51-200 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $18.2M assets / 321 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- GUIDELINE, INC.51%
- (Not disclosed)49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $116K premiums / 94 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$60K
- Prescription drug$60K
- Short-term disability$22K
- Long-term disability$18K
- Life$13K
- Other$3K
Carrier market share
Premium dollars by Schedule A carrier
52%top
- KAISER FOUNDATION HEALTH PLAN INC52%
- LIFE INSURANCE COMPANY OF NORTH AMERICA48%
Broker market share
Schedule A broker compensation
69%top
- SEQUOIA BENEFITS & INS SVCS LLC69%
- AMWINS19%
- NATIONAL BENEFIT CENTER8%
- REUBEN WARNER ASSOCIATES, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
GLOOKO 401(K) PLAN
401k
Assets$9.3M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GLOOKO, INC. 401(K) PLAN
401k
Assets$8.9M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GLOOKO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$116K
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GLOOKO 401(K) PLAN | 401k | $9.3M | 165 | 2024 | |
| 001 | GLOOKO, INC. 401(K) PLAN | 401k | $8.9M | 156 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GLOOKO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $116K | 94 | 2025 |
Retirement plans
Welfare plans