Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$922K
- Prescription drug$922K
- Dental$72K
- Vision$72K
- Life$27K
- Short-term disability$27K
- +1 more
Sponsor portfolio
INSIGHTLY, INC.
EIN 45-3944472Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$1.0M premiums
Participants
246
58 WEST PORTAL AVE PMB 716 - SAN FRANCISCO, CA 94127925-413-3456
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 110 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- BLUE CROSS OF CALIFORNIA68%
- KAISER FOUNDATION HEALTH PLAN INC22%
- ANTHEM LIFE INSURANCE COMPANY8%
- STANDARD INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
69%top
- DIGITAL INSURANCE LLC69%
- BEERE & PURVES INC31%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INSIGHTLY, INC. 401(K) SAVINGS PLAN
401k
Assets$7.4M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INSIGHTLY, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.0M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INSIGHTLY, INC. 401(K) SAVINGS PLAN | 401k | $7.4M | 157 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INSIGHTLY, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.0M | 110 | 2024 |
Retirement plans
Welfare plans