Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$239K
- Vision$239K
- Life$239K
- Short-term disability$239K
- Long-term disability$239K
- Other$239K
- +2 more
Sponsor portfolio
PROJECT AFFINITY, INC.
EIN 47-2315002Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$13.4M assets
Welfare
1
$461K premiums
Participants
384
182 HOWARD STREET, PMB 3 - SAN FRANCISCO, CA 94105628-400-5900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $461K premiums / 237 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- PRINCIPAL LIFE INSURANCE COMPANY52%
- KAISER FOUNDATION HEALTH PLAN INC48%
Broker market share
Schedule A broker compensation
57%top
- DIGITAL INSURANCE LLC57%
- CENTRO BENEFITS RESEARCH LLC21%
- MJ INSURANCE18%
- BEERE & PURVES INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINITY 401(K) PLAN
401k
Assets$13.4M
Participants230
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROJECT AFFINITY, INC. HEALTH AND WELFARE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$461K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINITY 401(K) PLAN | 401k | $13.4M | 230 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROJECT AFFINITY, INC. HEALTH AND WELFARE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $461K | 237 | 2025 |
Retirement plans
Welfare plans