Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$172K
- Short-term disability$172K
- Long-term disability$172K
- Other$172K
- Dental$170K
- Health$73K
- +2 more
Sponsor portfolio
THE GENEVA FOUNDATION
EIN 91-1593913researchLatest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$455K premiums
Participants
1,097
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $455K premiums / 428 covered livesCarrier market share
Premium dollars by Schedule A carrier
38%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY38%
- DELTA DENTAL OF CALIFORNIA37%
- UNIVERSITY HEALTH ALLIANCE16%
- VISION SERVICE PLAN9%
Broker market share
Schedule A broker compensation
82%top
- PROPEL INSURANCE AGENCY, LLC82%
- GCG FINANCIAL LLC18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GENEVA FOUNDATION 403(B) PLAN
403b
Assets$34.3M
Participants811
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE GENEVA FOUNDATION WELFARE BENEFIT PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$455K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GENEVA FOUNDATION 403(B) PLAN | 403b | $34.3M | 811 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE GENEVA FOUNDATION WELFARE BENEFIT PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $455K | 428 | 2025 |
Retirement plans
Welfare plans