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Sponsor portfolio

HEALTHFLEX HOME HEALTH SERVICES

EIN 37-1701693-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$2.5M premiums
Participants
691
7677 OAKPORT ST., SUITE 930 - OAKLAND, CA 94621510-553-1900healthflex.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.0M - 413 part#501Fully Insured-$2.5M - 271 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$1.9M
  • Dental$275K
  • Vision$275K
  • Life$275K
  • Other$275K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • UNITEDHEALTHCARE INSURANCE COMPANY21%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $168K1 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

HEALTHFLEX 401(K) PLAN

401k

Assets$9.0M
Participants413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTHFLEX HOME HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.5M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HEALTHFLEX 401(K) PLAN401k$9.0M4132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTHFLEX HOME HEALTH SERVICES EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$2.5M2712025
Retirement plans
Welfare plans
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