Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$829K
- Dental$829K
- Vision$829K
- Short-term disability$13K
- Long-term disability$9K
- Other$5K
- +1 more
Filings through .
Sponsor portfolio
Patientfi Inc.
EIN 82-2201392financial servicesLatest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$856K premiums
Participants
263
530 TECHNOLOGY DR, STE 350 - IRVINE, CA 92618626-923-0387patientfi.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $856K premiums / 127 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATIENTFI INC. 401(K) PLAN
401(k)
Assets$2.8M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
PATIENTFI INC. HEALTH & WELFARE PLAN
Fully insured - ANTHEM BLUE CROSS
Premiums$856K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATIENTFI INC. 401(K) PLAN | 401(k) | $2.8M | 136 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATIENTFI INC. HEALTH & WELFARE PLAN | Fully insured | ANTHEM BLUE CROSS | $856K | 127 | 2025 |
Retirement plans
Welfare plans