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Sponsor portfolio

CHIME FINANCIAL

EIN 46-0925388-Latest filing 2025
Plans
2
Retirement
1
$156.5M assets
Welfare
1
$3.8M premiums
Participants
3,304
101 CALIFORNIA STREET, SUITE 500 - SAN FRANCISCO, CA 94111415-990-0400
Plans on this EIN
2 filings
#001401k-$156.5M - 1,813 part#501Mixed-$3.8M - 1,480 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 1,480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Other$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • KAISER FOUNDATION HEALTH PLAN INC65%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA33%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • FILICE INSURANCE AGENCY89%
  • WOODRUFF-SAWYER & CO9%
  • IMG2%
  • ACRISURE LLC0%
Total $13K4 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

CHIME FINANCIAL 401(K) PLAN

401k

Assets$156.5M
Participants1,813
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHIME FINANCIAL WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$3.8M
Covered lives1,480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHIME FINANCIAL 401(K) PLAN401k$156.5M1,8132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHIME FINANCIAL WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$3.8M1,4802025
Retirement plans
Welfare plans
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