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Sponsor portfolio

FINIX PAYMENTS, INC.

EIN 81-1237778-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$501K premiums
Participants
354
631 HOWARD STREET SUITE 100 - SAN FRANCISCO, CA 94105415-342-0321
Plans on this EIN
2 filings
#001401k-$5.5M - 193 part#501Fully Insured-$501K - 110 lives

Benefits portfolio analytics

1 plan / $501K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$337K
  • Prescription drug$337K
  • Dental$98K
  • Life$46K
  • Short-term disability$46K
  • Long-term disability$46K
  • +2 more
Total $501K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY20%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN4%
Total $501K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • USI INSURANCE SERVICES LLC87%
  • CENTERSTONE INSURANCE AND FINANCIAL13%
Total $39K2 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

FINIX PAYMENTS, INC. 401(K) PLAN

401k

Assets$5.5M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FINIX PAYMENTS, INC. EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$501K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FINIX PAYMENTS, INC. 401(K) PLAN401k$5.5M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FINIX PAYMENTS, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$501K1102025
Retirement plans
Welfare plans
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