Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$529K
- Prescription drug$529K
- Other$386K
- Dental$246K
- Vision$246K
- Life$139K
- +2 more
Sponsor portfolio
EXO, INC.
EIN 81-3936528medical devicesLatest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$914K premiums
Participants
223
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $914K premiums / 90 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- KAISER FOUNDATION HEALTH PLAN INC58%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
- LIFE INSURANCE COMPANY OF NORTH AMERICA15%
Broker market share
Schedule A broker compensation
82%top
- ABD INS. AND FINANCIAL SVCS., INC.82%
- REUBEN WARNER ASSOCIATES, INC.12%
- MARSH & MCLENNAN AGENCY LLC5%
- BENEUSA LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EXO, INC. 401(K) PLAN
401k
Assets$11.2M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EXO IMAGING, INC. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$914K
Covered lives90
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXO, INC. 401(K) PLAN | 401k | $11.2M | 126 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EXO IMAGING, INC. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $914K | 90 | 2024 |
Retirement plans
Welfare plans