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Sponsor portfolio

BRIDGEPOINTE TECHNOLOGIES, LLC

EIN 48-1264007-information technology and services-Latest filing 2025
Plans
5
Retirement
1
$11.1M assets
Welfare
4
$818K premiums
Participants
402
999 BAKER WAY, SUITE 310 - SAN MATEO, CA 94404bridgepointetechnologies.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
5 filings
#001401k-$11.1M - 186 part#501Fully Insured-$511K - 557 lives#502Fully Insured-$142K - 527 lives#504Fully Insured-$136K - 176 lives#503Fully Insured-$29K - 152 lives

Benefits portfolio analytics

4 plans / $818K premiums / 1,412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$200K
  • Life$165K
  • Short-term disability$165K
  • Long-term disability$165K
  • Dental$154K
  • Health$123K
  • +1 more
Total $511K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
32%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
  • METROPOLITAN LIFE INSURANCE COMPANY30%
  • KAISER FOUNDATION HEALTH PLAN INC24%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN7%
Total $511K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WORLD INSURANCE ASSOCIATES LLC100%
Total $53K1 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

BRIDGEPOINTE TECHNOLOGIES 401(K) PLAN

401k

Assets$11.1M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRIDGEPOINTE TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN - WRAP PACKAGE - PLAN 501

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$511K
Covered lives557
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BRIDGEPOINTE TECHNOLOGIES, LLC DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$142K
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BRIDGEPOINTE TECHNOLOGIES, LLC LIFE AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$136K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BRIDGEPOINTE TECHNOLOGIES, LLC VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$29K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRIDGEPOINTE TECHNOLOGIES 401(K) PLAN401k$11.1M1862024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRIDGEPOINTE TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN - WRAP PACKAGE - PLAN 501Fully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$511K5572025
502BRIDGEPOINTE TECHNOLOGIES, LLC DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$142K5272024
504BRIDGEPOINTE TECHNOLOGIES, LLC LIFE AND DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$136K1762024
503BRIDGEPOINTE TECHNOLOGIES, LLC VISION PLANFully InsuredVISION SERVICE PLAN$29K1522024
Retirement plans
Welfare plans
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