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Sponsor portfolio

PANDADOC, INC

EIN 45-3821815-computer software-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$400K premiums
Participants
496
548 MARKET ST PMB 185308 - SAN FRANCISCO, CA 94101888-800-8190pandadoc.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$10.4M - 289 part#501Fully Insured-$400K - 199 lives

Benefits portfolio analytics

1 plan / $400K premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$256K
  • Dental$144K
  • Vision$144K
  • Life$135K
  • Short-term disability$135K
  • Long-term disability$135K
  • +2 more
Total $400K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY36%
  • UNITEDHEALTHCARE INSURANCE COMPANY34%
  • KAISER FOUNDATION HEALTH PLAN INC30%
Total $400K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $42K1 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

PANDADOC, INC 401(K) PLAN

401k

Assets$10.4M
Participants289
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANDADOC, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$400K
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANDADOC, INC 401(K) PLAN401k$10.4M2892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANDADOC, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$400K1992025
Retirement plans
Welfare plans
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