PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Infotrack US Inc
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Infotrack US Inc

EIN 85-4343705-computer software-Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Health & Benefits
1
$4.0M premiums
Participants
563
1400 N MCDOWELL BLVD, SUITE 300 - PETALUMA, CA 94954707-241-4854infotrack.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401(k)-$17.6M - 345 part#501Fully insured-$4.0M - 233 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.0M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.7M
  • Health$3.6M
  • Prescription drug$3.6M
  • Dental$240K
  • Vision$240K
  • Life$98K
  • +2 more
Total $4.0M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

INFOTRACK US INC 401(K) PLAN

401(k)

Assets$17.6M
Participants345
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

INFOTRACK US, INC HEALTH AND WELFARE BENEFIT PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.0M
Covered lives233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001INFOTRACK US INC 401(K) PLAN401(k)$17.6M3452025
  • INFOTRACK US INC 401(K) PLAN$17.6M
    #001 · 401(k) · 2025345

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501INFOTRACK US, INC HEALTH AND WELFARE BENEFIT PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.0M2332025
  • INFOTRACK US, INC HEALTH AND WELFARE BENEFIT PLAN$4.0M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025233
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica