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Sponsor portfolio

QUICKEN INC

EIN 81-1749890-financial services-Latest filing 2025
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$3.1M premiums
Participants
345
3760 HAVEN AVE - MENLO PARK, CA 94025650-460-6711quicken.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$23.0M - 191 part#501Fully Insured-$3.1M - 521 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 521 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.5M
  • Dental$173K
  • Life$74K
  • Long-term disability$40K
  • Short-term disability$39K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CALIFORNIA PHYSICIANS SERVICE80%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • DELTA DENTAL OF CALIFORNIA6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • FILICE INSURANCE AGENCY98%
  • ACRISURE LLC1%
  • GROUP BENEFITS LTD1%
Total $182K3 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

QUICKEN INC 401(K) PLAN

401k

Assets$23.0M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

QUICKEN INC EMPLOYEE WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$3.1M
Covered lives521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001QUICKEN INC 401(K) PLAN401k$23.0M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501QUICKEN INC EMPLOYEE WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$3.1M5212025
Retirement plans
Welfare plans
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