Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$200K
- Vision$200K
- Life$200K
- Long-term disability$200K
- +1 more
Sponsor portfolio
PURE FINANCIAL ADVISORS, LLC
EIN 81-3149057financial servicesLatest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$2.1M premiums
Participants
364
3131 CAMINO DEL RIO N STE 1550 - SAN DIEGO, CA 92108619-814-4100purefinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 338 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY74%
- KAISER FOUNDATION HEALTH PLAN INC16%
- PRINCIPAL LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T
401k
Assets$19.9M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PURE FINANCIAL ADVISORS, LLC HEALTH PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.1M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | 401k | $19.9M | 155 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PURE FINANCIAL ADVISORS, LLC HEALTH PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.1M | 338 | 2025 |
Retirement plans
Welfare plans