Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Dental$340K
- Vision$340K
- Life$340K
- Short-term disability$340K
- Long-term disability$340K
- +2 more
Sponsor portfolio
CLEVER INC.
EIN 45-5221668computer softwareLatest filing 2025
Plans
2
Retirement
1
$21.4M assets
Welfare
1
$3.7M premiums
Participants
575
575 MARKET STREET, SUITE 1850 - SAN FRANCISCO, CA 94105877-578-5572clever.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 318 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- AETNA LIFE INSURANCE COMPANY83%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
- KAISER FOUNDATION HEALTH PLAN INC8%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEVER INC. 401(K) PLAN
401k
Assets$21.4M
Participants339
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEVER INC.
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$3.7M
Covered lives318
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEVER INC. 401(K) PLAN | 401k | $21.4M | 339 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEVER INC. | Fully Insured | AETNA LIFE INSURANCE CO. | $3.7M | 318 | 2025 |
Retirement plans
Welfare plans