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Sponsor portfolio

DUETTO RESEARCH, INC.

EIN 45-4651813-Latest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$3.4M premiums
Participants
312
333 BUSH STREET, FLOOR 4 - SAN FRANCISCO, CA 94104415-968-9389
Plans on this EIN
2 filings
#001401k-$13.4M - 168 part#501Fully Insured-$3.4M - 291 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.3M
  • Health$3.1M
  • Prescription drug$3.1M
  • Dental$337K
  • Vision$337K
  • Life$337K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $157K1 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

DUETTO RESEARCH, INC. RETIREMENT TRUST

401k

Assets$13.4M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DUETTO RESEARCH, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$3.4M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DUETTO RESEARCH, INC. RETIREMENT TRUST401k$13.4M1682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DUETTO RESEARCH, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$3.4M2912025
Retirement plans
Welfare plans
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