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  1. Companies/
  2. GENESYS CLOUD SERVICES, INC.
Sponsor portfolio

GENESYS CLOUD SERVICES, INC.

EIN 94-3120525-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$672.8M assets
Welfare
1
$4.8M premiums
Participants
6,732
1302 EL CAMINO REAL, SUITE 300 - MENLO PARK, CA 94025415-437-1100
Plans on this EIN
2 filings
#001401k-$672.8M - 3,958 part#502Mixed-$4.8M - 2,683 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 2,683 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.8M
  • Life$762K
  • Long-term disability$657K
  • Other$534K
  • Dental$84K
  • +1 more
Total $4.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA31%
  • AFLAC6%
  • AETNA LIFE INSURANCE COMPANY2%
  • ACE AMERICAN INSURANCE COMPANY2%
  • +1 more
Total $4.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MERCER HEALTH AND BENEFITS, LLC94%
  • WILLIS TOWERS WATSON US LLC6%
  • EDGEWOOD PARTNERS INSURANCE CENTER0%
  • BALTOR INSURANCE SERVICES0%
  • ANNA JANICE RUIZ0%
  • +1 more
Total $132K6 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

GENESYS RETIREMENT SAVINGS PLAN

401k

Assets$672.8M
Participants3,958
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GENESYS CLOUD SERVICES, INC. HEALTH & WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$4.8M
Covered lives2,683
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GENESYS RETIREMENT SAVINGS PLAN401k$672.8M3,9582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GENESYS CLOUD SERVICES, INC. HEALTH & WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$4.8M2,6832024
Retirement plans
Welfare plans
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