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Sponsor portfolio

EXTEND, INC.

EIN 36-4919826-computer software-Latest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$618K premiums
Participants
539
220 MONTGOMERY STREET, SUITE 2000 - SAN FRANCISCO, CA 94104415-578-0015extend.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$11.8M - 327 part#501Fully Insured-$618K - 347 lives

Benefits portfolio analytics

1 plan / $618K premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$253K
  • Vision$253K
  • Health$247K
  • Prescription drug$247K
  • Life$119K
  • Short-term disability$119K
  • +2 more
Total $618K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY41%
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
Total $618K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ALLIANT INSURANCE SERVICES, INC.83%
  • SEQUOIA BENEFITS & INS SVCS LLC12%
  • AMWINS4%
Total $62K3 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

EXTEND, INC. 401(K) PLAN

401k

Assets$11.8M
Participants327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXTEND EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$618K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXTEND, INC. 401(K) PLAN401k$11.8M3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXTEND EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$618K3472025
Retirement plans
Welfare plans
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