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Sponsor portfolio

ALATION, INC.

EIN 46-1989601-computer software-Latest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$824K premiums
Participants
820
3 LAGOON DRIVE, SUITE 300 - REDWOOD CITY, CA 94065650-605-5602alation.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$34.7M - 520 part#501Fully Insured-$824K - 289 lives

Benefits portfolio analytics

1 plan / $824K premiums / 289 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$565K
  • Prescription drug$565K
  • Dental$259K
  • Vision$259K
  • Life$259K
  • Short-term disability$259K
  • +2 more
Total $824K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
Total $824K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $56K1 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

ALATION, INC. RETIREMENT TRUST

401k

Assets$34.7M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALATION EMPLOYEE HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$824K
Covered lives289
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALATION, INC. RETIREMENT TRUST401k$34.7M5202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALATION EMPLOYEE HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$824K2892025
Retirement plans
Welfare plans
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