Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$376K
- Prescription drug$376K
- Life$193K
- Short-term disability$193K
- Long-term disability$193K
- Other$193K
Filings through .
Generate Capital, PBC
EIN 47-1343093Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$35.8M assets
Health & Benefits
1
$569K premiums
Participants
550
560 DAVIS STREET, SUITE 250 - SAN FRANCISCO, CA 94111415-360-3063
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $569K premiums / 229 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GENERATE CAPITAL INC. 401(K) PLAN
401(k)
Assets$35.8M
Participants307
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
GENERATE CAPITAL, PBC HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$569K
Covered lives229
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GENERATE CAPITAL INC. 401(K) PLAN | 401(k) | $35.8M | 307 | 2025 |
- #001 · 401(k) · 2025307
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | GENERATE CAPITAL, PBC HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $569K | 229 | 2025 |
- #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025229
Retirement plans
Health & Benefits plans