Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$606K
- Prescription drug$606K
- Dental$206K
- Vision$206K
- Life$206K
- Short-term disability$206K
- +2 more
Sponsor portfolio
PIVOTAL AERO, LLC
EIN 46-5024568Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$813K premiums
Participants
244
1029 CORPORATION WAY - PALO ALTO, CA 94303650-862-4053
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $813K premiums / 114 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- KAISER FOUNDATION HEALTH PLAN INC75%
- SUN LIFE ASSURANCE COMPANY OF CANADA25%
Broker market share
Schedule A broker compensation
91%top
- ABD INS. AND FINANCIAL SVCS., INC.91%
- AMWINS9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PIVOTAL AERO, LLC 401(K) PLAN
401k
Assets$4.0M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PIVOTAL AERO, LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$813K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PIVOTAL AERO, LLC 401(K) PLAN | 401k | $4.0M | 127 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PIVOTAL AERO, LLC HEALTH & WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $813K | 114 | 2025 |
Retirement plans
Welfare plans