Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$177K
- Vision$177K
- Life$177K
- Other$177K
Sponsor portfolio
MELISSA DATA CORPORATION
EIN 33-0477743Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$1.8M premiums
Participants
369
22382 AVENIDA EMPRESA - RANCHO SANTA MARGARI, CA 92688949-589-5204
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 199 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- KAISER FOUNDATION HEALTH PLAN INC91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
88%top
- MICHAEL SHEETS88%
- MIKE MCCORMICK10%
- MIKE SCOTT SHEETS2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MELISSA DATA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$32.5M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
MELISSA DATA CORP HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.8M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MELISSA DATA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $32.5M | 216 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | MELISSA DATA CORP HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.8M | 199 | 2025 |
Retirement plans
Welfare plans