Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$4.0M
- Health$3.8M
- Prescription drug$3.8M
- Dental$509K
- Life$509K
- Short-term disability$509K
- +2 more
Sponsor portfolio
GUIDELINE, INC.
EIN 47-4474775financial servicesLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$4.3M premiums
Participants
517
1412 CHAPIN AVE - BURLINGAME, CA 94010888-228-3491guideline.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 879 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- METROPOLITAN LIFE INSURANCE COMPANY12%
- KAISER FOUNDATION HEALTH PLAN INC7%
Broker market share
Schedule A broker compensation
87%top
- DIGITAL INSURANCE LLC87%
- CENTRO BENEFITS RESEARCH LLC11%
- MJ INSURANCE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GUIDELINE 401(K) PLAN
401k
Assets$6.9M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GUIDELINE, INC. WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.3M
Covered lives879
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GUIDELINE 401(K) PLAN | 401k | $6.9M | 116 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GUIDELINE, INC. WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.3M | 879 | 2024 |
Retirement plans
Welfare plans