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Sponsor portfolio

APPLIED INTUITION, INC.

EIN 35-2602696-professional training & coaching-Latest filing 2025
Plans
2
Retirement
1
$42.0M assets
Welfare
1
$13.9M premiums
Participants
1,756
860 W. CALIFORNIA - SUNNYVALE, CA 94086888-228-3491appliedintuition.orgLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$42.0M - 706 part#501Fully Insured-$13.9M - 1,387 lives

Benefits portfolio analytics

1 plan / $13.9M premiums / 1,387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.2M
  • Prescription drug$12.2M
  • Dental$4.0M
  • Vision$1.7M
  • Life$1.7M
  • Short-term disability$1.7M
  • +2 more
Total $13.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • BLUE CROSS OF CALIFORNIA71%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $13.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $797K1 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

APPLIED INTUITION 401(K) PLAN

401k

Assets$42.0M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPLIED INTUITION, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$13.9M
Covered lives1,387
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001APPLIED INTUITION 401(K) PLAN401k$42.0M7062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPLIED INTUITION, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$13.9M1,3872025
Retirement plans
Welfare plans
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