Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Dental$152K
- Vision$148K
- Life$148K
- Short-term disability$148K
- +2 more
Sponsor portfolio
QUALIFIED
EIN 83-1585348computer softwareLatest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$2.7M premiums
Participants
425
140 NEW MONTGOMERY STREET, SUITE 2100A - SAN FRANCISCO, CA 94105833-264-7533qualified.ioLinkedIn11-50 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 522 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNITEDHEALTHCARE INSURANCE COMPANY84%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- KAISER FOUNDATION HEALTH PLAN INC5%
Broker market share
Schedule A broker compensation
65%top
- ABD INS. AND FINANCIAL SVCS., INC.65%
- ALLIANT INSURANCE SERVICES, INC.35%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
QUALIFIED 401(K) PLAN
401k
Assets$8.4M
Participants195
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
QUALIFIED WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.7M
Covered lives522
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | QUALIFIED 401(K) PLAN | 401k | $8.4M | 195 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | QUALIFIED WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.7M | 522 | 2025 |
Retirement plans
Welfare plans