Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Life$539K
- Short-term disability$539K
- Long-term disability$539K
- Other$539K
- Dental$321K
- +1 more
Sponsor portfolio
APIXIO HOLDINGS, LLC
EIN 46-0788940InformationLatest filing 2024
Plans
2
Retirement
1
$16.7M assets
Welfare
1
$4.0M premiums
Participants
679
1850 GATEWAY DRIVE - SAN MATEO, CA 94404843-405-2582
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.0M premiums / 455 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
62%top
- THE CASON GROUP INC62%
- HUB INTERNATIONAL MIDWEST LIMITED38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APIXIO HOLDINGS, LLC 401K PLAN
ProfitSharing
Assets$16.7M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
APIXIO HOLDINGS, LLC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF SOUTH CAROLINA
Premiums$4.0M
Covered lives455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APIXIO HOLDINGS, LLC 401K PLAN | ProfitSharing | $16.7M | 364 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | APIXIO HOLDINGS, LLC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF SOUTH CAROLINA | $4.0M | 455 | 2024 |
Retirement plans
Welfare plans