Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Prescription drug$1.8M
- Life$55K
- Short-term disability$55K
- Long-term disability$55K
- Other$55K
- +2 more
Sponsor portfolio
PLANISWARE USA, INC.
EIN 94-3371445Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$1.8M premiums
Participants
385
300 MONTGOMERY ST., SUITE 930 - SAN FRANCISCO, CA 94104415-591-0941
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 211 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- COMPYSCH1%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLANISWARE 401(K) PLAN
401k
Assets$25.6M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PLANISWARE HEALTH & WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLANISWARE 401(K) PLAN | 401k | $25.6M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PLANISWARE HEALTH & WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.8M | 211 | 2024 |
Retirement plans
Welfare plans