PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Active Wellness, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Active Wellness, LLC

EIN 32-0468401-health, wellness and fitness-Latest filing 2025
Plans
2
Retirement
1
$8.9M assets
Health & Benefits
1
$704K premiums
Participants
412
600 CALIFORNIA STREET, 11TH FLOOR - SAN FRANCISCO, CA 94109415-230-7857activewellness.comLinkedIn501-1000 employeeshealth, wellness and fitness
Plans on this EIN
2 filings
#001401(k)-$8.9M - 281 part#501Mixed-$704K - 132 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $704K premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$640K
  • Dental$640K
  • Prescription drug$640K
  • Vision$7K
  • Life$5K
  • Other$5K
Total $652K6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ACTIVE WELLNESS 401(K) PLAN

401(k)

Assets$8.9M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ACTIVE WELLNESS LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$704K
Covered lives132
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ACTIVE WELLNESS 401(K) PLAN401(k)$8.9M2812025
  • ACTIVE WELLNESS 401(K) PLAN$8.9M
    #001 · 401(k) · 2025281

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ACTIVE WELLNESS LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$704K1322025
  • ACTIVE WELLNESS LLC HEALTH AND WELFARE PLAN$704K
    #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025132
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica