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
Sponsor portfolio
GENERATE CAPITAL, PBC
EIN 47-1343093Latest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$569K premiums
Participants
547
650 DAVIS STREET, SUITE 200 - SAN FRANCISCO, CA 94111415-360-3063
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $569K premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- KAISER FOUNDATION HEALTH PLAN INC66%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA34%
Broker market share
Schedule A broker compensation
75%top
- MARSH & MCLENNAN AGENCY LLC75%
- REUBEN WARNER ASSOCIATES, INC.15%
- UNKNOWN10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GENERATE CAPITAL INC. 401(K) PLAN
401k
Assets$25.4M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GENERATE CAPITAL, PBC HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$569K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GENERATE CAPITAL INC. 401(K) PLAN | 401k | $25.4M | 304 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans