PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INTEGRATION APPLIANCE, INC.
Sponsor portfolio

INTEGRATION APPLIANCE, INC.

EIN 77-0566254-Latest filing 2025
Plans
2
Retirement
1
$112.1M assets
Welfare
1
$1.6M premiums
Participants
2,028
3101 PARK BLVD, 1ST FLOOR - PALO ALTO, CA 94306650-852-0400
Plans on this EIN
2 filings
#001401k-$112.1M - 1,072 part#501Mixed-$1.6M - 911 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 911 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$544K
  • Prescription drug$544K
  • Life$470K
  • Long-term disability$350K
  • Vision$153K
  • Other$107K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA57%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • VISION SERVICE PLAN9%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $132K1 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

INTAPP 401(K) PLAN

401k

Assets$112.1M
Participants1,072
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTEGRATION APPLIANCE, INC. WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.6M
Covered lives911
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INTAPP 401(K) PLAN401k$112.1M1,0722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTEGRATION APPLIANCE, INC. WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC$1.6M9112025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica