PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. SOCIAL FINANCE, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 45-2499523

SOCIAL FINANCE, INC.

234 1ST STREET · SAN FRANCISCO, CA 94105
4156972075
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$75.4M
No prior year
Persons covered
10,810
No prior year
Total participants
5,083
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$75.4M
SOCIAL FINANCE, INC. WELFARE BENEFITS PLAN
Fully insured10,810 covered·7 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$67.1M46.7%
Prescription drug$67.1M46.7%
Dental$3.9M2.7%
Short-term disability$1.6M1.1%
Other$1.6M1.1%
Life$1.3M0.9%
Long-term disability$645K0.4%
Vision$589K0.4%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRx
$64.6M85.7%129,924
DELTA DENTAL OF CALIFORNIA
EIN 941461312
D
$3.9M5.1%1110,810
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$3.6M4.7%134,914
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$2.5M3.4%12343
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$589K0.8%119,867
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$248K0.3%111,497

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCSAN FRANCISCO, CAAMERITAS LIFE INSURANCE CORP., RELIANCE STANDARD LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD, CIGNA HEALTH AND LIFE INSURANCE COMPANY, DELTA DENTAL OF CALIFORNIA$602K$28K$629K99.2%1
W CRAIG HEPNERLADERA RANCH, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$2K$0$2K0.4%1
INTEGRITY ASSET SERVICES LLCSOUTH LAKE TAHOE, CAPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$2K$0$2K0.3%1
SELF DEFINED INCUPPER MARLBORO, MDPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$619$0$6190.1%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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