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

PERSADO, INC.

EIN 80-0725748-computer software-Latest filing 2024
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$1.8M premiums
Participants
321
11 EAST 26TH STREET, FL 15 - NEW YORK, NY 10010646-543-8694persado.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$13.6M - 234 part#501Mixed-$1.8M - 156 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
  • Other$89K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • KAISER FOUNDATION HEALTH PLAN INC4%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $108K1 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

PERSADO, INC. 401(K) RETIREMENT PLAN AND TRUST

401k

Assets$13.6M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERSADO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERSADO, INC. 401(K) RETIREMENT PLAN AND TRUST401k$13.6M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERSADO, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1562024
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