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  2. EVIDATION HEALTH, INC. DBA THE ACTIVITY EXCHANGE
Sponsor portfolio

EVIDATION HEALTH, INC. DBA THE ACTIVITY EXCHANGE

EIN 45-4887421-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$2.8M premiums
Participants
352
167 2ND AVE - SAN MATEO, CA 94401650-387-1199
Plans on this EIN
2 filings
#001401k-$25.0M - 218 part#501Fully Insured-$2.8M - 312 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 312 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$236K
  • Vision$236K
  • Life$236K
  • Short-term disability$236K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • CALIFORNIA PHYSICIANS SERVICE81%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
Total $2.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $153K1 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

EVIDATION HEALTH 401(K) PLAN

401k

Assets$25.0M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EVIDATION HEALTH HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.8M
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EVIDATION HEALTH 401(K) PLAN401k$25.0M2182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EVIDATION HEALTH HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.8M3122024
Retirement plans
Welfare plans
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