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Sponsor portfolio

PERFORMANT FINANCIAL CORPORATION

EIN 94-2370483-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$45.4M assets
Welfare
1
$4.4M premiums
Participants
2,334
4309 HACIENDA DRIVE, SUITE 110 - PLEASANTON, CA 94588925-960-4783
Plans on this EIN
2 filings
#002401k-$45.4M - 1,366 part#502Fully Insured-$4.4M - 966 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 966 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$2.3M
  • Health$1.3M
  • Stop-loss$996K
  • Dental$881K
  • Life$426K
  • Long-term disability$242K
  • +3 more
Total $4.4M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY47%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • MARKEL INSURANCE COMPANY23%
Total $4.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • RSC INSURANCE BROKERAGE INC87%
  • INTEGRATED ENROLLMENT & TECHNOLOGY13%
Total $275K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PERFORMANT 401K PLAN

401k

Assets$45.4M
Participants1,366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PERFORMANT FINANCIAL CORPORATION GROUP WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.4M
Covered lives966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PERFORMANT 401K PLAN401k$45.4M1,3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PERFORMANT FINANCIAL CORPORATION GROUP WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$4.4M9662024
Retirement plans
Welfare plans
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