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Sponsor portfolio

PLUSAI, INC.

EIN 81-3283445-computer software-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$2.1M premiums
Participants
367
3315 SCOTT BLVD STE 300 - SANTA CLARA, CA 95054856-520-4469plus.aiLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$7.7M - 206 part#501Fully Insured-$2.1M - 197 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$249K
  • Vision$249K
  • Life$249K
  • Short-term disability$249K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CALIFORNIA PHYSICIANS SERVICE78%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • KAISER FOUNDATION HEALTH PLAN INC10%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • SEQUOIA BENEFITS & INS SVCS LLC80%
  • REUBEN WARNER ASSOCIATES, INC.20%
Total $169K2 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

PLUSAI INC 401(K) P/S PLAN

401k

Assets$7.7M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLUSAI, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.1M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLUSAI INC 401(K) P/S PLAN401k$7.7M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLUSAI, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.1M1972025
Retirement plans
Welfare plans
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