Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Prescription drug$320K
- Dental$200K
- Life$200K
- Short-term disability$200K
- Other$200K
- +1 more
Sponsor portfolioTH
INTELLISWIFT SOFTWARE INC
EIN 94-3409003internetLatest filing 2024
Plans
2
Retirement
1
$1.5M assets
Welfare
1
$1.7M premiums
Participants
464
39600 BALENTINE DR., SUITE 200 - NEWARK, CA 94560510-695-2632intelliswift.usLinkedIn1-10 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 190 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- UNITEDHEALTHCARE INSURANCE COMPANY68%
- KAISER FOUNDATION HEALTH PLAN INC19%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
75%top
- MATRIX INSURANCE AGENCY75%
- REUBEN WARNER ASSOCIATES, INC.25%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INTELLISWIFT SOFTWARE 401(K) PLAN
401k
Assets$1.5M
Participants274
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTELLISWIFT SOFTWARE, INC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INTELLISWIFT SOFTWARE 401(K) PLAN | 401k | $1.5M | 274 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTELLISWIFT SOFTWARE, INC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 190 | 2024 |
Retirement plans
Welfare plans