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  2. XIFIN, INC.
Sponsor portfolio

XIFIN, INC.

EIN 33-0769145-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$66.9M assets
Welfare
1
$13.4M premiums
Participants
2,082
12225 EL CAMINO REAL - SAN DIEGO, CA 92130858-793-5700xifin.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$66.9M - 1,196 part#501Fully Insured-$13.4M - 883 lives

Benefits portfolio analytics

1 plan / $13.4M premiums / 883 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.9M
  • Prescription drug$11.9M
  • Dental$810K
  • Other$377K
  • Short-term disability$247K
  • Long-term disability$247K
  • +2 more
Total $13.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CALIFORNIA PHYSICIANS SERVICE80%
  • BLUE CROSS OF CALIFORNIA8%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
  • +3 more
Total $13.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • CRISTA G AUFDEMBERG INC0%
  • CHRISTOPHER B GAUKLER0%
Total $439K3 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

XIFIN, INC. 401(K) PLAN

401k

Assets$66.9M
Participants1,196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XIFIN, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$13.4M
Covered lives883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001XIFIN, INC. 401(K) PLAN401k$66.9M1,1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XIFIN, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$13.4M8832025
Retirement plans
Welfare plans
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