Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Prescription drug$3.9M
- Dental$2.0M
- Other$186K
- Life$160K
- Short-term disability$160K
- +2 more
Sponsor portfolio
NISUM TECHNOLOGIES, INC.
EIN 33-0941881Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$4.1M premiums
Participants
634
500 S KRAEMER BLVD STE 301 - BREA, CA 92821714-579-7979
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 510 covered livesCarrier market share
Premium dollars by Schedule A carrier
48%top
- AETNA LIFE INSURANCE COMPANY48%
- KAISER FOUNDATION HEALTH PLAN INC47%
- RELIASTAR LIFE INSURANCE COMPANY4%
- METROPOLITAN LIFE INSURANCE COMPANY1%
- MAGELLAN HEALTHCARE0%
Broker market share
Schedule A broker compensation
99%top
- WOODRUFF-SAWYER & CO99%
- MERCER HEALTH AND BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NISUM TECHNOLOGIES, INC. 401K PLAN
401k
Assets$17.6M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NISUM TECHNOLOGIES HEALTH & WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$4.1M
Covered lives510
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NISUM TECHNOLOGIES, INC. 401K PLAN | 401k | $17.6M | 390 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NISUM TECHNOLOGIES HEALTH & WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $4.1M | 510 | 2024 |
Retirement plans
Welfare plans