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Sponsor portfolio

AUDITBOARD, INC.

EIN 47-1299245-computer software-Latest filing 2025
Plans
2
Retirement
1
$41.4M assets
Welfare
1
$8.5M premiums
Participants
1,570
103 FOULK RD. SUITE 202 - WILMINGTON, DE 19803877-769-5444auditboard.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$41.4M - 821 part#501Fully Insured-$8.5M - 1,376 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 1,376 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.6M
  • Prescription drug$7.6M
  • Other$7.4M
  • Dental$6.5M
  • Life$849K
  • Short-term disability$680K
  • +2 more
Total $8.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • VISION SERVICE PLAN1%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $8.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • SEQUOIA BENEFITS & INS SVCS LLC98%
  • VOLUNTARY BENEFIT ADVISORS2%
  • THE BALDWIN GROUP WEST LLC0%
  • ENROLLEASE0%
  • BENEFIT ADVISORS NETWORK LLC0%
Total $651K5 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

AUDITBOARD, INC. 401(K) PLAN

401k

Assets$41.4M
Participants821
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUDITBOARD, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$8.5M
Covered lives1,376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUDITBOARD, INC. 401(K) PLAN401k$41.4M8212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUDITBOARD, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8.5M1,3762025
Retirement plans
Welfare plans
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