PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AFFIRM, INC.
Sponsor portfolio

AFFIRM, INC.

EIN 45-5413534-financial services-Latest filing 2025
Plans
2
Retirement
1
$212.4M assets
Welfare
1
$4.0M premiums
Participants
4,194
650 CALIFORNIA ST., 12TH FLOOR - SAN FRANCISCO, CA 94108734-718-3219affirm.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$212.4M - 2,413 part#501Fully Insured-$4.0M - 1,713 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 1,713 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Health$1.9M
  • Prescription drug$1.8M
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA49%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • AMERICAN UNITED LIFE INSURANCE COMPANY4%
  • ARAG INSURANCE COMPANY2%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • +2 more
Total $4.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • IMG0%
Total $311K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AFFIRM, INC. 401(K) PLAN

401k

Assets$212.4M
Participants2,413
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFFIRM, INC. WELFARE BENEFITS PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.0M
Covered lives1,713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AFFIRM, INC. 401(K) PLAN401k$212.4M2,4132025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFFIRM, INC. WELFARE BENEFITS PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.0M1,7132025
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