Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$416K
- Prescription drug$416K
- Dental$232K
- Vision$232K
- Other$133K
- Life$102K
- +2 more
Sponsor portfolio
PLANFUL, INC.
EIN 43-1887396computer softwareLatest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$781K premiums
Participants
464
150 SPEAR STREET, SUITE 1850 - SAN FRANCISCO, CA 94105650-249-7100planful.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $781K premiums / 209 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- KAISER FOUNDATION HEALTH PLAN INC53%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY30%
- ANTHEM LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PLANFUL, INC. 401(K) PLAN
401k
Assets$15.9M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PLANFUL, INC. HEALTH & WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$781K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PLANFUL, INC. 401(K) PLAN | 401k | $15.9M | 275 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PLANFUL, INC. HEALTH & WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $781K | 209 | 2025 |
Retirement plans
Welfare plans