PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. TECHFLOW, INC.
Sponsor portfolio

TECHFLOW, INC.

EIN 95-4620091-information technology and services-Latest filing 2024
Plans
3
Retirement
2
$46.6M assets
Welfare
1
$373K premiums
Participants
796
9889 WILLOW CREEK ROAD SUITE 100 - SAN DIEGO, CA 92131858-412-8040techflow.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#004ESOP-$32.9M - 459 part#003401k-$13.7M - 258 part#501Fully Insured-$373K - 79 lives

Retirement portfolio analytics

2 plans aggregated / $46.6M assets / 717 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#004)71%
  • PROFIT SHARING PLAN (#003)29%
Total $46.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#004)459
  • PROFIT SHARING PLAN (#003)258
Total 717Click row to drill in

Benefits portfolio analytics

1 plan / $373K premiums / 79 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$112K
  • Prescription drug$112K
  • Dental$100K
  • Other$83K
  • Life$74K
  • Long-term disability$52K
  • +2 more
Total $373K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA39%
  • KAISER FOUNDATION HEALTH PLAN INC30%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
  • EYEMED VISION CARE4%
Total $373K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $37K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

TECHFLOW, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$32.9M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TECHFLOW, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.7M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TECHFLOW INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$373K
Covered lives79
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004TECHFLOW, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$32.9M4592024
003TECHFLOW, INC. 401(K) PROFIT SHARING PLAN401k$13.7M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TECHFLOW INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$373K792024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica