PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PREMISE DATA CORPORATION
Sponsor portfolio

PREMISE DATA CORPORATION

EIN 45-5294131-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.9M premiums
Participants
359
185 BERRY STREET, SUITE 6850 - SAN FRANCISCO, CA 94107646-532-9093
Plans on this EIN
2 filings
#001401k-$10.2M - 299 part#501Fully Insured-$1.9M - 175 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Dental$144K
  • Life$98K
  • Short-term disability$98K
  • Long-term disability$98K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • KAISER FOUNDATION HEALTH PLAN INC11%
  • DELTA DENTAL OF CALIFORNIA8%
  • VISION SERVICE PLAN1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • WOODRUFF-SAWYER & CO65%
  • SEQUOIA BENEFITS & INS SVCS LLC35%
Total $115K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PREMISE DATA 401(K) PLAN

401k

Assets$10.2M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PREMISE DATA EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREMISE DATA 401(K) PLAN401k$10.2M2992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PREMISE DATA EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M1752024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica