Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Prescription drug$4.7M
- Other$676K
- Dental$653K
- Vision$653K
- Life$653K
- +2 more
Sponsor portfolio
THE SPHERE INSTITUTE
EIN 91-1748201hospitalityLatest filing 2025
Plans
2
Retirement
1
$93.4M assets
Welfare
1
$5.4M premiums
Participants
1,388
500 AIRPORT BOULEVARD, SUITE 100 - BURLINGAME, CA 94010650-558-8882sphereinstitute.orgLinkedIn1-10 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.4M premiums / 544 covered livesCarrier market share
Premium dollars by Schedule A carrier
71%top
- BLUE CROSS OF CALIFORNIA71%
- KAISER FOUNDATION HEALTH PLAN INC17%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
97%top
- HEFFERNAN INSURANCE BROKERS97%
- WATCHTOWER BENEFITS, LLC3%
- MERCER HEALTH AND BENEFITS, LLC-0%
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 SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN
401k
Assets$93.4M
Participants841
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ACUMEN, LLC/THE SPHERE INSTITUTE EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$5.4M
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SPHERE INSTITUTE/ACUMEN LLC 401(K) PLAN | 401k | $93.4M | 841 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ACUMEN, LLC/THE SPHERE INSTITUTE EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $5.4M | 544 | 2025 |
Retirement plans
Welfare plans