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  2. Symphonyai, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Symphonyai, LLC

EIN 81-3667465-computer software-Latest filing 2025
Plans
8
Retirement
1
$76.9M assets
Health & Benefits
7
$8.3M premiums
Participants
1,183
3300 HILLVIEW AVENUE - PALO ALTO, CA 94304650-868-7561symphonyai.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
8 filings
#001401(k)-$76.9M - 815 part#501Fully insured-$7.7M - 567 lives#503Fully insured-$195K - 405 lives#504Fully insured-$177K - 405 lives#502Mixed-$61K - 349 lives#506Mixed-$31K - 103 lives#507Mixed-$28K - 106 lives#505Mixed-$27K - 122 lives+2 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 7 health and benefits plans.

Benefits portfolio analytics

7 plans / $8.3M premiums / 2,057 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Prescription drug$7.3M
  • Dental$499K
  • Other$324K
  • Short-term disability$256K
  • Long-term disability$256K
  • +2 more
Total $8.3M8 rows
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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

SYMPHONYAI 401(K) PLAN

401(k)

Assets$76.9M
Participants815
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SAI GROUP MEDICAL PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$7.7M
Covered lives567
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

SAI GROUP STD_LTD

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$195K
Covered lives405
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

SAI GROUP LIFE AND ADD

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$177K
Covered lives405
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

SAI GROUP ANCILLARY BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$61K
Covered lives349
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

SAI GROUP CRITICAL ILLNESS

Mixed - UNUM INSURANCE COMPANY

Premiums$31K
Covered lives103
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

SAI GROUP HOSPITAL

Mixed - UNUM INSURANCE COMPANY

Premiums$28K
Covered lives106
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

SAI GROUP ACCIDENT

Mixed - UNUM INSURANCE COMPANY

Premiums$27K
Covered lives122
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SYMPHONYAI 401(K) PLAN401(k)$76.9M8152025
  • SYMPHONYAI 401(K) PLAN$76.9M
    #001 · 401(k) · 2025815

Health & Benefits plans

7 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SAI GROUP MEDICAL PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$7.7M5672025
#503SAI GROUP STD_LTDFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$195K4052025
#504SAI GROUP LIFE AND ADDFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$177K4052025
#502SAI GROUP ANCILLARY BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$61K3492025
#506SAI GROUP CRITICAL ILLNESSMixedUNUM INSURANCE COMPANY$31K1032025
#507SAI GROUP HOSPITALMixedUNUM INSURANCE COMPANY$28K1062025
#505SAI GROUP ACCIDENTMixedUNUM INSURANCE COMPANY$27K1222025
  • SAI GROUP MEDICAL PLAN$7.7M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025567
  • SAI GROUP STD_LTD$195K
    #503 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025405
  • SAI GROUP LIFE AND ADD$177K
    #504 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025405
  • SAI GROUP ANCILLARY BENEFITS PLAN$61K
    #502 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025349
  • SAI GROUP CRITICAL ILLNESS$31K
    #506 · Mixed · UNUM INSURANCE COMPANY · 2025103
  • SAI GROUP HOSPITAL$28K
    #507 · Mixed · UNUM INSURANCE COMPANY · 2025106
  • SAI GROUP ACCIDENT$27K
    #505 · Mixed · UNUM INSURANCE COMPANY · 2025122
Retirement plans
Health & Benefits plans

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