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Sponsor portfolio

CONTENTSTACK INC.

EIN 82-3911928-computer software-Latest filing 2024
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$2.1M premiums
Participants
283
315 MONTGOMERY ST SUITE 909 - SAN FRANCISCO, CA 94104708-990-8772contentstack.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$8.3M - 158 part#501Fully Insured-$2.1M - 235 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$268K
  • Vision$268K
  • Life$268K
  • Short-term disability$268K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNITEDHEALTHCARE INSURANCE COMPANY81%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
  • KAISER FOUNDATION HEALTH PLAN INC6%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ALLIANT INSURANCE SERVICES, INC.83%
  • REUBEN WARNER ASSOCIATES, INC.16%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $159K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONTENTSTACK INC. 401(K) PLAN

401k

Assets$8.3M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONTENTSTACK INC. WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.1M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONTENTSTACK INC. 401(K) PLAN401k$8.3M1582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONTENTSTACK INC. WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.1M2352024
Retirement plans
Welfare plans
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