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Sponsor portfolio

BREX INC.

EIN 32-0517957-financial services-Latest filing 2024
Plans
3
Retirement
1
$66.7M assets
Welfare
2
$10.8M premiums
Participants
2,262
548 MARKET STREET - SAN FRANCISCO, CA 94104209-697-2909brex.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$66.7M - 1,174 part#501Fully Insured-$10.8M - 1,064 lives#502Self Funded-0 lives

Benefits portfolio analytics

2 plans / $10.8M premiums / 1,064 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.5M
  • Prescription drug$10.5M
  • Life$367K
  • Other$367K
  • Short-term disability$355K
  • Dental$349K
  • +2 more
Total $10.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • KAISER FOUNDATION HEALTH PLAN INC3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $10.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $502K1 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

BREX 401(K) PLAN

401k

Assets$66.7M
Participants1,174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BREX EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$10.8M
Covered lives1,064
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BREX, INC. 24Q1 LIMITED SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BREX 401(K) PLAN401k$66.7M1,1742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BREX EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$10.8M1,0642024
502BREX, INC. 24Q1 LIMITED SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
Welfare plans
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