Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Other$511K
- Dental$506K
- Vision$506K
- Life$506K
- +2 more
Sponsor portfolio
PERSONALIS INC
EIN 27-5411038biotechnologyLatest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$4.7M premiums
Participants
715
6600 DUMBARTON CIRCLE - FREMONT, CA 94555650-752-1300personalis.comLinkedIn201-500 employeesbiotechnology
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 249 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- UNITEDHEALTHCARE INSURANCE COMPANY59%
- KAISER FOUNDATION HEALTH PLAN INC30%
- SUN LIFE ASSURANCE COMPANY OF CANADA11%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$34.5M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PERSONALIS HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.7M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $34.5M | 457 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PERSONALIS HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.7M | 249 | 2025 |
Retirement plans
Welfare plans