Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Dental$478K
- Vision$478K
- Life$478K
- Short-term disability$478K
- +2 more
Sponsor portfolio
STASH FINANCIAL, INC. DBA STASH INVEST
EIN 47-3187441Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$3.5M premiums
Participants
655
450 PARK AVE S, STE 10-111 - NEW YORK, NY 10027800-205-5164
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.5M premiums / 338 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- METROPOLITAN LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STASH FINANCIAL, INC. 401(K) PLAN
401k
Assets$21.9M
Participants499
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STASH INVEST HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.5M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STASH FINANCIAL, INC. 401(K) PLAN | 401k | $21.9M | 499 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STASH INVEST HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.5M | 338 | 2024 |
Retirement plans
Welfare plans