Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Dental$352K
- Vision$352K
- Life$352K
- Short-term disability$352K
- +2 more
Sponsor portfolio
HELLO HEART INC.
EIN 82-3489727health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$2.5M premiums
Participants
376
525 MIDDLEFIELD ROAD SUITE 220 - MENLO PARK, CA 94025415-246-5444helloheart.comLinkedIn201-500 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 247 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- BLUE CROSS OF CALIFORNIA80%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
- KAISER FOUNDATION HEALTH PLAN INC6%
Broker market share
Schedule A broker compensation
100%top
- ABD INS. AND FINANCIAL SVCS., INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HELLO HEART 401(K) PLAN
401k
Assets$8.6M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HELLO HEART, INC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.5M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HELLO HEART 401(K) PLAN | 401k | $8.6M | 198 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HELLO HEART, INC HEALTH & WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.5M | 247 | 2024 |
Retirement plans
Welfare plans