Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.3M
- Dental$1.2M
- Other$810K
- Vision$769K
- Life$769K
- Short-term disability$769K
- +1 more
Sponsor portfolio
SYMPHONYAI, LLC
EIN 81-3667465computer softwareLatest filing 2024
Plans
3
Retirement
1
$72.5M assets
Welfare
2
$6.5M premiums
Participants
1,853
3300 HILLVIEW AVENUE - PALO ALTO, CA 94304650-868-7561symphonyai.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $6.5M premiums / 1,358 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
90%top
- SEQUOIA BENEFITS & INS SVCS LLC90%
- IMA, INC.9%
- WATCHTOWER BENEFITS, LLC1%
- EOI SERVICE COMPANY INC1%
- CENTERSTONE INSURANCE AND FINANCIAL0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SYMPHONYAI 401(K) PLAN
401k
Assets$72.5M
Participants810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAI GROUP MEDICAL PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.7M
Covered lives760
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
SAI GROUP ANCILLARY BENEFITS PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$810K
Covered lives598
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SYMPHONYAI 401(K) PLAN | 401k | $72.5M | 810 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAI GROUP MEDICAL PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.7M | 760 | 2024 | |
| 502 | SAI GROUP ANCILLARY BENEFITS PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $810K | 598 | 2024 |
Retirement plans
Welfare plans