Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.6M
- Prescription drug$441K
- Life$296K
- Short-term disability$296K
- Long-term disability$296K
- Other$296K
Sponsor portfolio
VARO MONEY, INC.
EIN 47-5457481Latest filing 2025
Plans
2
Retirement
1
$23.7M assets
Welfare
1
$5.9M premiums
Participants
856
555 MONTGOMERY STREET, SUITE 1100 - SAN FRANCISCO, CA 94111415-218-6717
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 565 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- KAISER FOUNDATION HEALTH PLAN INC7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VARO RETIREMENT PLAN
401k
Assets$23.7M
Participants574
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VARO MONEY, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Mixed - BLUE CROSS OF CALIFORNIA
Premiums$5.9M
Covered lives565
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VARO RETIREMENT PLAN | 401k | $23.7M | 574 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VARO MONEY, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Mixed | BLUE CROSS OF CALIFORNIA | $5.9M | 565 | 2025 |
Retirement plans
Welfare plans