Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$50K
- Vision$50K
- Life$22K
- Other$22K
Sponsor portfolio
SRS CONSULTING INC
EIN 52-2372326information technology and servicesLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$1.4M premiums
Participants
327
39465 PASEO PADRE PKWY, SUITE 1230 - FREMONT, CA 94538510-252-0625srsconsultinginc.comLinkedIn501-1000 employeesinformation technology and services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 273 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- KAISER FOUNDATION HEALTH PLAN INC9%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
- AMERICAN UNITED LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
96%top
- ACRISURE LLC96%
- FILICE INSURANCE AGENCY3%
- GIS BENEFITS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SRS CONSULTING, INC 401K PROFIT SHARING PLAN
401k
Assets$9.9M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SRS CONSULTING INC WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.4M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SRS CONSULTING, INC 401K PROFIT SHARING PLAN | 401k | $9.9M | 219 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SRS CONSULTING INC WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.4M | 273 | 2025 |
Retirement plans
Welfare plans