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Sponsor portfolio

WISER SOLUTIONS, INC.

EIN 46-1195664-computer software-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$247K premiums
Participants
290
1875 MISSION STREET, SUITE 103 - SAN FRANCISCO, CA 94103415-516-4779wiser.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$12.9M - 189 part#501Fully Insured-$247K - 84 lives

Benefits portfolio analytics

1 plan / $247K premiums / 84 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$110K
  • Vision$110K
  • Health$91K
  • Prescription drug$91K
  • Life$46K
  • Short-term disability$46K
  • +2 more
Total $247K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY44%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
Total $247K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $21K1 slice

Plan deep-dives

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

WISER SOLUTIONS, INC. RETIREMENT PLAN

401k

Assets$12.9M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WISER SOLUTIONS, INC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$247K
Covered lives84
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISER SOLUTIONS, INC. RETIREMENT PLAN401k$12.9M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WISER SOLUTIONS, INC HEALTH & WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$247K842025
Retirement plans
Welfare plans
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