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
Filings through .
Pure Financial Advisors, LLC
EIN 81-3149057financial servicesLatest filing 2025
Plans
2
Retirement
1
$32.1M assets
Health & Benefits
1
$2.1M premiums
Participants
416
3131 CAMINO DEL RIO N,, SUITE 1550 - SAN DIEGO, CA 92108619-814-4100purefinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.1M premiums / 338 covered lives
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T
401(k)
Assets$32.1M
Participants207
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PURE FINANCIAL ADVISORS, LLC HEALTH PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.1M
Covered lives338
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | 401(k) | $32.1M | 207 | 2025 |
- #001 · 401(k) · 2025207
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025338
Retirement plans
Health & Benefits plans