PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THUMA, INC.
Sponsor portfolio

THUMA, INC.

EIN 81-3695418-retail-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$828K premiums
Participants
254
1169 GORGAS AVE, STE A - SAN FRANCISCO, CA 94129415-214-1749thuma.coLinkedIn51-200 employeesretail
Plans on this EIN
2 filings
#001401k-$5.8M - 138 part#501Fully Insured-$828K - 126 lives

Benefits portfolio analytics

1 plan / $828K premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$704K
  • Prescription drug$704K
  • Dental$124K
  • Vision$124K
  • Life$124K
  • Short-term disability$124K
  • +2 more
Total $828K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
  • KAISER FOUNDATION HEALTH PLAN INC11%
Total $828K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $90K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THUMA 401(K) PLAN

401k

Assets$5.8M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THUMA, INC.

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$828K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THUMA 401(K) PLAN401k$5.8M1382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THUMA, INC.Fully InsuredBLUE CROSS OF CALIFORNIA$828K1262025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica