Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.3M
- Other$1.1M
- Life$813K
- Short-term disability$813K
- Long-term disability$813K
- Vision$236K
- +2 more
Sponsor portfolio
INCLUDED HEALTH, INC.
EIN 45-3580052hospital & health careLatest filing 2024
Plans
2
Retirement
1
$112.1M assets
Welfare
1
$2.6M premiums
Participants
3,798
ONE CALIFORNIA ST, STE 2300 - SAN FRANCISCO, CA 94111800-997-6196includedhealth.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.6M premiums / 2,087 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- METROPOLITAN LIFE INSURANCE COMPANY58%
- HARTFORD LIFE AND ACCIDENT31%
- VISION SERVICE PLAN9%
- ARAG INSURANCE COMPANY2%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
68%top
- MERCER HEALTH AND BENEFITS, LLC68%
- HUB INTERNATIONAL MIDWEST LIMITED32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INCLUDED HEALTH 401(K) PLAN
401k
Assets$112.1M
Participants2,618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INCLUDED HEALTH, INC. WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$2.6M
Covered lives2,087
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INCLUDED HEALTH 401(K) PLAN | 401k | $112.1M | 2,618 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INCLUDED HEALTH, INC. WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $2.6M | 2,087 | 2024 |
Retirement plans
Welfare plans