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Sponsor portfolio

CONVERSICA, INC.

EIN 81-2082659-computer software-Latest filing 2024
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$2.1M premiums
Participants
360
1730 SOUTH EL CAMINO REAL,, SUITE 350 3RD FLOOR - SAN MATEO, CA 94402650-290-7674conversica.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$16.0M - 268 part#501Fully Insured-$2.1M - 114 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Life$274K
  • Dental$273K
  • Short-term disability$273K
  • Long-term disability$273K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • VISION SERVICE PLAN1%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
  • JUDGE WILLIAM0%
Total $121K2 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

CONVERSICA, INC. 401(K) PLAN

401k

Assets$16.0M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONVERSICA, INC

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.1M
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVERSICA, INC. 401(K) PLAN401k$16.0M2682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONVERSICA, INCFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.1M1142024
Retirement plans
Welfare plans
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