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Sponsor portfolio

DIALPAD, INC.

EIN 27-4944127-computer software-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$9.9M premiums
Participants
1,315
2700 CAMINO RAMON, SUITE 490 - SAN RAMON, CA 94583415-295-5555dialpad.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$38.2M - 773 part#501Fully Insured-$9.9M - 1,492 lives

Benefits portfolio analytics

1 plan / $9.9M premiums / 1,492 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.5M
  • Prescription drug$8.5M
  • Dental$778K
  • Other$520K
  • Life$449K
  • Short-term disability$449K
  • +2 more
Total $9.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • CALIFORNIA PHYSICIANS SERVICE77%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • STANDARD INSURANCE COMPANY5%
  • VISION SERVICE PLAN1%
  • +3 more
Total $9.9M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
  • PLANSOURCE BEN ADMINISTRATION INC0%
Total $584K2 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

DIALPAD 401(K) PLAN

401k

Assets$38.2M
Participants773
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIALPAD, INC. WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$9.9M
Covered lives1,492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIALPAD 401(K) PLAN401k$38.2M7732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIALPAD, INC. WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$9.9M1,4922025
Retirement plans
Welfare plans
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