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Sponsor portfolio

MEDELY, INC.

EIN 47-4369070-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$2.0M premiums
Participants
587
2261 MARKET ST. #78388 - SAN FRANCISCO, CA 941140612424-320-3163medely.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$9.6M - 283 part#501Fully Insured-$2.0M - 272 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.8M
  • Vision$1.8M
  • Life$53K
  • Short-term disability$53K
  • Long-term disability$53K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • ANTHEM LIFE INSURANCE COMPANY95%
  • KAISER FOUNDATION HEALTH PLAN INC5%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $126K1 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

MEDELY 401(K) PLAN

401k

Assets$9.6M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MEDELY, INC EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$2.0M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEDELY 401(K) PLAN401k$9.6M2832025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MEDELY, INC EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$2.0M2722025
Retirement plans
Welfare plans
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