Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$332K
- Vision$332K
- Life$332K
- Short-term disability$332K
- Long-term disability$332K
- +2 more
Sponsor portfolio
HALO DX, INC.
EIN 83-4679482Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$2.8M premiums
Participants
488
74785 HIGHWAY 111, STE 101 - INDIAN WELLS, CA 92210760-808-0198
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 373 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- BLUE CROSS OF CALIFORNIA78%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- KAISER FOUNDATION HEALTH PLAN INC10%
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
HALO DX 401(K) PLAN
401k
Assets$5.8M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HALO DX, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.8M
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALO DX 401(K) PLAN | 401k | $5.8M | 364 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HALO DX, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.8M | 373 | 2025 |
Retirement plans
Welfare plans