Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Dental$246K
- Life$61K
- Other$61K
- Long-term disability$34K
- Vision$30K
Sponsor portfolio
FARTHER FINANCE, INC.
EIN 83-4348882Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$4.3M premiums
Participants
596
575 MARKET STREET, SUITE 400 - SAN FRANCISCO, CA 94105855-714-6327
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 619 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
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
FARTHER FINANCE, INC. 401(K) PLAN
401k
Assets$7.0M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FARTHER FINANCE, INC. HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.3M
Covered lives619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FARTHER FINANCE, INC. 401(K) PLAN | 401k | $7.0M | 215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FARTHER FINANCE, INC. HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.3M | 619 | 2025 |
Retirement plans
Welfare plans