Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$350K
- Vision$350K
- Life$350K
- Short-term disability$350K
- Long-term disability$350K
- +1 more
Sponsor portfolio
OCTAVE HEALTH GROUP INC.
EIN 82-5244890Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$2.3M premiums
Participants
528
625 MARKET ST, 15TH FL - SAN FRANCISCO, CA 94105415-360-3833
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA15%
Broker market share
Schedule A broker compensation
84%top
- ENROLLEASE84%
- ALTERITY BROKER SOLUTIONS16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OCTAVE 401(K) PLAN
401k
Assets$9.6M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
OCTAVE HEALTH GROUP, INC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.3M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OCTAVE 401(K) PLAN | 401k | $9.6M | 345 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | OCTAVE HEALTH GROUP, INC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.3M | 183 | 2025 |
Retirement plans
Welfare plans