Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.0M
- Health$2.7M
- Prescription drug$2.7M
- Dental$429K
- Vision$429K
- Life$429K
- +2 more
Sponsor portfolio
CAPTIVATEIQ, INC.
EIN 82-3069380computer softwareLatest filing 2025
Plans
2
Retirement
1
$9.5M assets
Welfare
1
$3.1M premiums
Participants
504
548 MARKET ST., PMB 145518 - SAN FRANCISCO, CA 94104908-246-7397captivateiq.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 281 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- BLUE CROSS OF CALIFORNIA82%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
- KAISER FOUNDATION HEALTH PLAN INC4%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPTIVATEIQ 401(K) PLAN
401k
Assets$9.5M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPTIVATEIQ, INC., HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.1M
Covered lives281
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPTIVATEIQ 401(K) PLAN | 401k | $9.5M | 321 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPTIVATEIQ, INC., HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.1M | 281 | 2025 |
Retirement plans
Welfare plans