Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.9M
- Health$3.6M
- Prescription drug$3.6M
- Life$340K
- Dental$290K
- Vision$290K
- +2 more
Sponsor portfolio
INFOTRACK US INC
EIN 85-4343705computer softwareLatest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$3.9M premiums
Participants
586
1400 N MCDOWELL BLVD, SUITE 300 - PETALUMA, CA 94954707-241-4854infotrack.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.9M premiums / 447 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY68%
- KAISER FOUNDATION HEALTH PLAN INC23%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- THE PAUL REVERE LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
66%top
- RSC INSURANCE BROKERAGE INC66%
- PROFESSIONAL GROUP PLANS INC27%
- LORI ANN MARTINEZ3%
- ENROLLMENT SOLUTIONS LTD2%
- KARIN ANGELIS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INFOTRACK US INC 401(K) PLAN
401k
Assets$17.6M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INFOTRACK US, INC HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$3.9M
Covered lives447
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INFOTRACK US INC 401(K) PLAN | 401k | $17.6M | 345 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INFOTRACK US, INC HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $3.9M | 447 | 2024 |
Retirement plans
Welfare plans