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Sponsor portfolio

PERFECT DAY, INC.

EIN 46-5528887-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.4M premiums
Participants
174
740 HEINZ AVE - BERKELEY, CA 94710510-932-8535
Plans on this EIN
2 filings
#001401k-$10.8M - 130 part#501Fully Insured-$1.4M - 47 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 47 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Other$156K
  • Dental$152K
  • Vision$152K
  • Life$152K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CALIFORNIA PHYSICIANS SERVICE69%
  • KAISER FOUNDATION HEALTH PLAN INC19%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $90K1 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

PERFECT DAY, INC. 401(K) PLAN

401k

Assets$10.8M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERFECT DAY, INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.4M
Covered lives47
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERFECT DAY, INC. 401(K) PLAN401k$10.8M1302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERFECT DAY, INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$1.4M472024
Retirement plans
Welfare plans
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