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Sponsor portfolio

POINT DIGITAL FINANCE, INC.

EIN 47-2305386-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$4.3M premiums
Participants
420
444 HIGH ST FL 4 - PALO ALTO, CA 94301650-460-8668LinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$14.7M - 262 part#501Fully Insured-$4.3M - 399 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 399 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Dental$203K
  • Vision$116K
  • Life$116K
  • Short-term disability$116K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • STANDARD INSURANCE COMPANY3%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $232K1 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

POINT DIGITAL FINANCE, INC. 401(K) PLAN

401k

Assets$14.7M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POINT DIGITAL FINANCE, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.3M
Covered lives399
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001POINT DIGITAL FINANCE, INC. 401(K) PLAN401k$14.7M2622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POINT DIGITAL FINANCE, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.3M3992025
Retirement plans
Welfare plans
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