Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$67.1M
- Prescription drug$67.1M
- Dental$3.9M
- Short-term disability$1.6M
- Other$1.6M
- Life$1.3M
- +2 more
Sponsor portfolio
SOFI TECHNOLOGIES, INC.
EIN 45-2499523Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$295.6M assets
Welfare
1
$75.4M premiums
Participants
10,740
234 1ST STREET - SAN FRANCISCO, CA 94105415-612-8229
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $75.4M premiums / 10,810 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- DELTA DENTAL OF CALIFORNIA5%
- RELIANCE STANDARD LIFE INSURANCE COMPANY5%
- KAISER FOUNDATION HEALTH PLAN INC3%
- AMERITAS LIFE INSURANCE CORP.1%
- +1 more
Broker market share
Schedule A broker compensation
99%top
- WILLIS TOWERS WATSON US LLC99%
- W CRAIG HEPNER0%
- INTEGRITY ASSET SERVICES LLC0%
- SELF DEFINED INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOFI TECHNOLOGIES, INC. 401(K) PLAN
401k
Assets$295.6M
Participants5,657
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOCIAL FINANCE, INC. WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$75.4M
Covered lives10,810
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOFI TECHNOLOGIES, INC. 401(K) PLAN | 401k | $295.6M | 5,657 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOCIAL FINANCE, INC. WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $75.4M | 10,810 | 2025 |
Retirement plans
Welfare plans