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Sponsor portfolio

KIVA MICROFUNDS

EIN 71-0992446-international affairs-Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$355K premiums
Participants
345
182 HOWARD STREET, SUITE 414 - SAN FRANCISCO, CA 94105828-479-5482LinkedIn11-50 employeesinternational affairs
Plans on this EIN
2 filings
#001401k-$21.2M - 229 part#501Mixed-$355K - 125 lives

Benefits portfolio analytics

1 plan / $355K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$232K
  • Prescription drug$232K
  • Long-term disability$117K
  • Short-term disability$112K
  • Other$112K
  • Life$108K
Total $355K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • KAISER FOUNDATION HEALTH PLAN INC65%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA34%
  • HALCYON BEHAVIORAL, LLC1%
Total $355K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $24K1 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

KIVA MICROFUNDS 401(K) PROFT SHARING PLAN AND TRUST

401k

Assets$21.2M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE KIVA EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$355K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIVA MICROFUNDS 401(K) PROFT SHARING PLAN AND TRUST401k$21.2M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE KIVA EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$355K1252025
Retirement plans
Welfare plans
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