Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$98K
- Life$45K
- Long-term disability$45K
- Other$45K
- +1 more
Sponsor portfolio
CROSSCHECK, INC.
EIN 68-0002483financial servicesLatest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$2.0M premiums
Participants
301
1440 NORTH MCDOWELL BOULEVARD - PETALUMA, CA 94954707-665-2100cross-check.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 158 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- PRINCIPAL LIFE INSURANCE COMPANY5%
- LIFE INSURANCE COMPANY OF NORTH AMERICA2%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CROSSCHECK, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$18.5M
Participants178
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CROSSCHECK, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROSSCHECK, INC. 401(K) PROFIT SHARING PLAN | 401k | $18.5M | 178 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CROSSCHECK, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 158 | 2025 |
Retirement plans
Welfare plans