Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Vision$1.2M
- Dental$181K
- Life$181K
- Short-term disability$181K
- Long-term disability$181K
- +1 more
Sponsor portfolio
SUNGAGE FINANCIAL, LLC
EIN 45-4756815financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$1.7M premiums
Participants
266
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 144 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- BLUE CROSS OF CALIFORNIA74%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- KAISER FOUNDATION HEALTH PLAN INC8%
- HAWAII MEDICAL SERVICE ASSOCIATION7%
Broker market share
Schedule A broker compensation
85%top
- DIGITAL INSURANCE LLC85%
- CENTRO BENEFITS RESEARCH LLC7%
- INSUREYOURPEOPLE, LLC5%
- REUBEN WARNER ASSOCIATES, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNGAGE FINANCIAL 401(K) PLAN
401k
Assets$7.3M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNGAGE FINANCIAL, LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.7M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNGAGE FINANCIAL 401(K) PLAN | 401k | $7.3M | 153 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNGAGE FINANCIAL, LLC HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.7M | 144 | 2025 |
Retirement plans
Welfare plans