PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ALLEN INSTITUTE
Sponsor portfolio

ALLEN INSTITUTE

EIN 91-2155317-research-Latest filing 2024
Plans
2
Retirement
1
$149.8M assets
Welfare
1
$5.3M premiums
Participants
2,221
615 WESTLAKE AVENUE NORTH - SEATTLE, WA 98109206-548-7000alleninstitute.orgLinkedIn501-1000 employeesresearch
Plans on this EIN
2 filings
#001401k-$149.8M - 1,287 part#501Mixed-$5.3M - 1,437 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 1,437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$2.7M
  • Vision$1.3M
  • Dental$935K
  • Other$361K
  • Life$304K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • KAISER FOUNDATION HEALTH PLAN INC51%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
  • DELTA DENTAL OF CALIFORNIA18%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • CURALINC HEALTHCARE0%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
102%top
  • USI INSURANCE SERVICES LLC102%
  • MERCER HEALTH AND BENEFITS, LLC-2%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALLEN INSTITUTE 401(K) PLAN

401k

Assets$149.8M
Participants1,287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLEN INSTITUTE HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$5.3M
Covered lives1,437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALLEN INSTITUTE 401(K) PLAN401k$149.8M1,2872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLEN INSTITUTE HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$5.3M1,4372024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica