Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Other$2.0M
- Dental$191K
- Vision$191K
- Life$41K
- +2 more
Sponsor portfolio
MYVEST CORPORATION
EIN 47-0902011computer softwareLatest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$2.7M premiums
Participants
255
140 NEW MONTGOMERY STREET, 15TH FLOOR - SAN FRANCISCO, CA 94105415-369-9511myvest.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 370 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- CALIFORNIA PHYSICIANS SERVICE71%
- KAISER FOUNDATION HEALTH PLAN INC18%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Broker market share
Schedule A broker compensation
101%top
- SEQUOIA BENEFITS & INS SVCS LLC101%
- NATIONAL BENEFIT CENTER0%
- GCG FINANCIAL LLC-2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MYVEST 401(K) PLAN
401k
Assets$26.4M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MYVEST CORPORATION EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
Premiums$2.7M
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MYVEST 401(K) PLAN | 401k | $26.4M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MYVEST CORPORATION EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $2.7M | 370 | 2025 |
Retirement plans
Welfare plans