Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.7M
- Health$4.6M
- Prescription drug$4.6M
- Dental$282K
- Vision$282K
- Life$107K
- +2 more
Sponsor portfolio
AGILOFT, INC.
EIN 71-0907214computer softwareLatest filing 2025
Plans
2
Retirement
1
$11.5M assets
Welfare
1
$5.0M premiums
Participants
504
303 TWIN DOLPHIN DRIVE, FLOOR 6 - REDWOOD CITY, CA 94065650-587-8615agiloft.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 493 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- KAISER FOUNDATION HEALTH PLAN INC4%
- ANTHEM LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
73%top
- DIGITAL INSURANCE LLC73%
- REUBEN WARNER ASSOCIATES, INC.27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AGILOFT, INC. 401(K) PLAN
401k
Assets$11.5M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGILOFT, INC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$5.0M
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AGILOFT, INC. 401(K) PLAN | 401k | $11.5M | 255 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGILOFT, INC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $5.0M | 493 | 2025 |
Retirement plans
Welfare plans