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Sponsor portfolio

ENVOY, INC.

EIN 46-2198690-Information-Latest filing 2025
Plans
2
Retirement
1
$17.8M assets
Welfare
1
$3.4M premiums
Participants
580
410 TOWNSEND ST., 4TH FLOOR - SAN FRANCISCO, CA 94107415-636-6605
Plans on this EIN
2 filings
#001401k-$17.8M - 367 part#501Fully Insured-$3.4M - 608 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 608 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$2.7M
  • Vision$2.7M
  • Prescription drug$542K
  • Life$202K
  • Short-term disability$202K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • KAISER FOUNDATION HEALTH PLAN INC16%
Total $3.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • SEQUOIA BENEFITS & INS SVCS LLC98%
  • HUB INTERNATIONAL MIDWEST LIMITED2%
Total $221K2 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

ENVOY, INC. 401(K) PLAN

401k

Assets$17.8M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENVOY, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.4M
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENVOY, INC. 401(K) PLAN401k$17.8M3672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENVOY, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.4M6082025
Retirement plans
Welfare plans
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