Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$858K
- Dental$587K
- Vision$587K
- Life$587K
- Short-term disability$587K
- +2 more
Sponsor portfolio
PERSONA IDENTITIES, INC.
EIN 38-4087866Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$33.3M assets
Welfare
1
$5.0M premiums
Participants
964
981 MISSION STREET, #95 - SAN FRANCISCO, CA 94103415-455-3050
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 461 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- BLUE CROSS OF CALIFORNIA71%
- KAISER FOUNDATION HEALTH PLAN INC17%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PERSONA 401(K) PLAN
401k
Assets$33.3M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PERSONA IDENTITIES, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$5.0M
Covered lives461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PERSONA 401(K) PLAN | 401k | $33.3M | 516 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PERSONA IDENTITIES, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $5.0M | 461 | 2025 |
Retirement plans
Welfare plans