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Sponsor portfolio

INSTABASE

EIN 47-3401215-computer software-Latest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$306K premiums
Participants
349
ONE FRONT STREET, SUITE 2600 - SAN FRANCISCO, CA 94111415-935-4899instabase.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$15.2M - 223 part#501Fully Insured-$306K - 282 lives

Benefits portfolio analytics

1 plan / $306K premiums / 282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$181K
  • Dental$169K
  • Vision$169K
  • Life$169K
  • Short-term disability$169K
  • Long-term disability$169K
  • +2 more
Total $306K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA55%
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA4%
  • HEALTHEE0%
  • SAMATA HEALTH0%
Total $306K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $38K1 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

INSTABASE 401(K) PLAN

401k

Assets$15.2M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSTABASE, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$306K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSTABASE 401(K) PLAN401k$15.2M2232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSTABASE, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$306K2822025
Retirement plans
Welfare plans
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