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Sponsor portfolio

TWELVE BENEFIT CORPORATION

EIN 47-4239185-Latest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$1.0M premiums
Participants
516
614 BANCROFT WAY, SUITE B - BERKELEY, CA 94710605-670-9767
Plans on this EIN
2 filings
#001401k-$12.4M - 335 part#501Fully Insured-$1.0M - 296 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 296 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$753K
  • Prescription drug$753K
  • Dental$166K
  • Vision$104K
  • Life$104K
  • Short-term disability$104K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • DELTA DENTAL OF CALIFORNIA16%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $40K1 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

OPUS12 401(K) PLAN

401k

Assets$12.4M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TWELVE BENEFIT CORPORATION EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.0M
Covered lives296
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OPUS12 401(K) PLAN401k$12.4M3352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TWELVE BENEFIT CORPORATION EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.0M2962025
Retirement plans
Welfare plans
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