Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
- Other$312K
- Dental$302K
- Vision$302K
- Life$60K
- +2 more
Sponsor portfolio
PATHWAY CAPITAL MANAGEMENT, LP
EIN 95-4299348investment managementLatest filing 2025
Plans
2
Retirement
1
$66.8M assets
Welfare
1
$3.1M premiums
Participants
539
18575 JAMBOREE ROAD, 7TH FLOOR - IRVINE, CA 92612949-622-1000pathwaycapital.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.1M premiums / 501 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- ANTHEM LIFE INSURANCE COMPANY11%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- THE BALDWIN GROUP WEST LLC100%
- BURNHAM BENEFITS INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN
401k
Assets$66.8M
Participants313
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATHWAY CAPITAL MANAGEMENT, LP WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$3.1M
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | 401k | $66.8M | 313 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATHWAY CAPITAL MANAGEMENT, LP WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $3.1M | 501 | 2025 |
Retirement plans
Welfare plans