PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. GUIDEWIRE SOFTWARE
Sponsor portfolio

GUIDEWIRE SOFTWARE

EIN 36-4468504-computer software-Latest filing 2024
Plans
2
Retirement
1
$483.4M assets
Welfare
1
$4.7M premiums
Participants
3,929
2850 SOUTH DELAWARE STREET, SUITE 400 - SAN MATEO, CA 94403650-357-9100guidewire.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$483.4M - 2,229 part#501Mixed-$4.7M - 1,664 lives

Benefits portfolio analytics

1 plan / $4.7M premiums / 1,664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Other$1.1M
  • Life$904K
  • Long-term disability$392K
  • Dental$23K
  • +1 more
Total $4.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • KAISER FOUNDATION HEALTH PLAN INC68%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • TELUS HEALTH (US) LTD.1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
  • +1 more
Total $4.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
101%top
  • MERCER HEALTH AND BENEFITS, LLC101%
  • STEVEN RAY GRIFFIN0%
  • FILICE INSURANCE AGENCY0%
  • HUB INTERNATIONAL MIDWEST LIMITED-1%
Total $111K4 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

GUIDEWIRE SOFTWARE RETIREMENT TRUST

401k

Assets$483.4M
Participants2,229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUIDEWIRE SOFTWARE, INC. WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.7M
Covered lives1,664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GUIDEWIRE SOFTWARE RETIREMENT TRUST401k$483.4M2,2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUIDEWIRE SOFTWARE, INC. WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$4.7M1,6642024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica