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Sponsor portfolio

WISH US HOLDINGS, LLC

EIN 99-1939337-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$552K premiums
Participants
556
ONE SANSOME STREET 33RD FLOOR - SAN FRANCISCO, CA 94104415-860-6102
Plans on this EIN
2 filings
#001401k-$25.8M - 489 part#501Mixed-$552K - 465 lives

Benefits portfolio analytics

1 plan / $552K premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$427K
  • Prescription drug$427K
  • Other$124K
  • Life$80K
  • Short-term disability$80K
  • Long-term disability$80K
Total $552K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • KAISER FOUNDATION HEALTH PLAN INC77%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA15%
  • WORKPLACE OPTIONS5%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $552K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
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#001

WISH US HOLDINGS LLC 401(K) PLAN

401k

Assets$25.8M
Participants489
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WISH US HOLDINGS HEALTH & WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$552K
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WISH US HOLDINGS LLC 401(K) PLAN401k$25.8M4892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WISH US HOLDINGS HEALTH & WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$552K4652024
Retirement plans
Welfare plans
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