Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$1.9M
- Vision$107K
- Life$107K
- Short-term disability$107K
- +2 more
Sponsor portfolio
SHOPMONKEY INC.
EIN 81-4251542computer softwareLatest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$2.4M premiums
Participants
382
155 E. MAIN AVE, 150 - MORGAN HILL, CA 95037831-322-9093shopmonkey.ioLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 355 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- AETNA LIFE INSURANCE COMPANY80%
- KAISER FOUNDATION HEALTH PLAN INC15%
- PRINCIPAL LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
60%top
- BENEFITS AMERICA INS. SVCS., LLC60%
- USI INSURANCE SERVICES LLC30%
- ACRISURE LLC8%
- GCG FINANCIAL LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHOPMONKEY 401(K) PLAN
401k
Assets$7.1M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHOPMONKEY INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives355
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHOPMONKEY 401(K) PLAN | 401k | $7.1M | 227 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHOPMONKEY INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $2.4M | 355 | 2025 |
Retirement plans
Welfare plans