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Sponsor portfolio

PRESENCE LEARNING, INC.

EIN 27-4478654-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$3.0M premiums
Participants
373
530 7TH AVENUE, M1 - NEW YORK, NY 10018844-415-4592
Plans on this EIN
2 filings
#001401k-$9.6M - 248 part#501Fully Insured-$3.0M - 234 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Health$2.7M
  • Dental$320K
  • Vision$320K
  • Life$320K
  • Short-term disability$320K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • KAISER FOUNDATION HEALTH PLAN INC3%
Total $3.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $146K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRESENCELEARNING, INC. 401(K) PLAN

401k

Assets$9.6M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRESENCE LEARNING HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$3.0M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRESENCELEARNING, INC. 401(K) PLAN401k$9.6M2482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRESENCE LEARNING HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$3.0M2342025
Retirement plans
Welfare plans
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