Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Other$180K
- Dental$120K
- Life$60K
- +1 more
Sponsor portfolio
ASSETGENIE, INC.
EIN 81-0681903Latest filing 2025
Plans
2
Retirement
1
$11.0M assets
Welfare
1
$1.7M premiums
Participants
536
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 345 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- SUN LIFE ASSURANCE COMPANY OF CANADA7%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
50%top
- LIBERTY INSURANCE SERVICES50%
- DANIEL DESTEFANO23%
- LIBERTY FINANCIAL SERVICES21%
- ASSUREDPARTNERS6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ASSETGENIE, INC. 401(K) PLAN
401k
Assets$11.0M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ASSETGENIE, INC. HEALTH AND WELFARE PLAN
Fully Insured - HIGHMARK INC.
Premiums$1.7M
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSETGENIE, INC. 401(K) PLAN | 401k | $11.0M | 298 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ASSETGENIE, INC. HEALTH AND WELFARE PLAN | Fully Insured | HIGHMARK INC. | $1.7M | 345 | 2025 |
Retirement plans
Welfare plans