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  2. EMBROKER INC.
Sponsor portfolio

EMBROKER INC.

EIN 47-3262955-insurance-Latest filing 2024
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$981K premiums
Participants
218
5214 F DIAMOND HEIGHTS BOULEVARD, U - SAN FRANCISCO, CA 94131773-905-4621embroker.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$4.9M - 121 part#501Fully Insured-$981K - 114 lives

Benefits portfolio analytics

1 plan / $981K premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$981K
  • Dental$173K
  • Vision$173K
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • +1 more
Total $981K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • KAISER FOUNDATION HEALTH PLAN INC48%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY34%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
Total $981K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • NFP INSURANCE SERVICES INC82%
  • ALTERITY BROKERS SOLUTIONS INC14%
  • RIPPLING INSURANCE SERVICES INC3%
  • PACIFIC ADVISORS LLC0%
Total $60K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EMBROKER 401K PLAN

401k

Assets$4.9M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EMBROKER HEALTH AND WELFARE PLAN

Fully Insured - KAISER

Premiums$981K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EMBROKER 401K PLAN401k$4.9M1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EMBROKER HEALTH AND WELFARE PLANFully InsuredKAISER$981K1142024
Retirement plans
Welfare plans
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