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Sponsor portfolio

ONBOARDIQ, INC

EIN 47-2430709-internet-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$2.3M premiums
Participants
428
275 SACRAMENTO ST, 3RD FLOOR - SAN FRANCISCO, CA 94111707-742-3585onboardiq.comLinkedIn11-50 employeesinternet
Plans on this EIN
2 filings
#001401k-$9.0M - 306 part#501Mixed-$2.3M - 259 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 259 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Health$2.3M
  • Life$87K
  • Short-term disability$87K
  • Long-term disability$87K
  • Prescription drug$51K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • KAISER FOUNDATION HEALTH PLAN INC2%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $107K1 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

ONBOARDIQ 401(K) PLAN

401k

Assets$9.0M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ONBOARDIQ, INC. DBA FOUNTAIN HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$2.3M
Covered lives259
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ONBOARDIQ 401(K) PLAN401k$9.0M3062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ONBOARDIQ, INC. DBA FOUNTAIN HEALTH AND WELFARE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$2.3M2592025
Retirement plans
Welfare plans
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