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Sponsor portfolio

SCALE AI, INC.

EIN 81-2516208-computer software-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$11.2M premiums
Participants
2,184
650 TOWNSEND STREET - SAN FRANCISCO, CA 94103415-236-3358scale.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$34.3M - 1,235 part#501Mixed-$11.2M - 1,160 lives

Benefits portfolio analytics

1 plan / $11.2M premiums / 1,160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Prescription drug$10.8M
  • Life$330K
  • Short-term disability$330K
  • Long-term disability$330K
  • Other$330K
Total $11.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • HEALTH NET6%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $11.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • SEQUOIA BENEFITS & INS SVCS LLC96%
  • CENTRO BENEFITS RESEARCH LLC4%
  • DIGITAL INSURANCE LLC-0%
Total $605K3 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

SCALE AI 401(K) PLAN

401k

Assets$34.3M
Participants1,235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCALE AI, INC. WELFARE BENEFITS PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$11.2M
Covered lives1,160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCALE AI 401(K) PLAN401k$34.3M1,2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCALE AI, INC. WELFARE BENEFITS PLANMixedBLUE CROSS OF CALIFORNIA$11.2M1,1602025
Retirement plans
Welfare plans
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