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Sponsor portfolioTH

HAPPIEST MINDS TECHNOLOGIES LI

EIN 98-1010109-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$1.9M premiums
Participants
248
101 METRO DR STE 360 - SAN JOSE, CA 951101381425-233-9663
Plans on this EIN
2 filings
#001401k-$5.4M - 134 part#501Fully Insured-$1.9M - 319 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Other$114K
  • Life$68K
  • Short-term disability$68K
  • Long-term disability$68K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WORLD INSURANCE ASSOCIATES LLC100%
  • PAUL GLOBAL BENEFITS INC0%
  • INTERNAL PLANNING ALL LLC0%
Total $186K3 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

HAPPIEST MINDS TECHNOLOGIES LI 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.4M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAPPIEST MINDS TECHNOLOGIES LTD WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAPPIEST MINDS TECHNOLOGIES LI 401(K) PROFIT SHARING PLAN & TRUST401k$5.4M1342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAPPIEST MINDS TECHNOLOGIES LTD WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.9M3192025
Retirement plans
Welfare plans
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