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Sponsor portfolio

ASTREYA PARTNERS, LLC

EIN 77-0570107-Latest filing 2025
Plans
2
Retirement
1
$26.2M assets
Welfare
1
$8.9M premiums
Participants
2,150
2033 GATEWAY PLACE, SUITE 500 - SAN JOSE, CA 95110408-387-6274
Plans on this EIN
2 filings
#001401k-$26.2M - 1,186 part#501Fully Insured-$8.9M - 956 lives

Benefits portfolio analytics

1 plan / $8.9M premiums / 956 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.7M
  • Prescription drug$8.7M
  • Dental$6.7M
  • Vision$6.7M
  • Life$6.7M
  • Other$6.7M
  • +2 more
Total $8.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • UNITEDHEALTHCARE INSURANCE COMPANY75%
  • KAISER FOUNDATION HEALTH PLAN INC22%
  • HARTFORD LIFE AND ACCIDENT2%
Total $8.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • USI INSURANCE SERVICES LLC-0%
Total $288K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST

401k

Assets$26.2M
Participants1,186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ASTREYA PARTNERS, LLC HEALTH BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$8.9M
Covered lives956
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST401k$26.2M1,1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ASTREYA PARTNERS, LLC HEALTH BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$8.9M9562025
Retirement plans
Welfare plans
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