Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.9M
- Prescription drug$5.9M
- Dental$692K
- Vision$692K
- Life$692K
- Short-term disability$692K
- +2 more
Sponsor portfolio
JUNIPER SQUARE, INC.
EIN 46-4945827financial servicesLatest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$6.6M premiums
Participants
1,097
555 MONTGOMERY STREET, #1400 - SAN FRANCISCO, CA 94111415-841-2722junipersquare.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 1,344 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNITEDHEALTHCARE INSURANCE COMPANY82%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
- KAISER FOUNDATION HEALTH PLAN INC8%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JUNIPER SQUARE 401(K) PLAN
401k
Assets$26.3M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
JUNIPER SQUARE, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$6.6M
Covered lives1,344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JUNIPER SQUARE 401(K) PLAN | 401k | $26.3M | 598 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | JUNIPER SQUARE, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $6.6M | 1,344 | 2025 |
Retirement plans
Welfare plans