PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AFFIRM, 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 45-5413534

AFFIRM, INC.

221 MAIN STREET · SAN FRANCISCO, CA 94105
3128369500
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$4.0M
No prior year
Persons covered
1,713
No prior year
Total participants
1,781
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.0M
AFFIRM, INC. WELFARE BENEFITS PLAN
Fully insured1,713 covered·7 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.2M18.7%
Life$2.0M16.6%
Short-term disability$2.0M16.6%
Long-term disability$2.0M16.6%
Health$1.9M16.2%
Prescription drug$1.8M14.9%
Dental$34K0.3%
Vision$34K0.3%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$2.0M49.3%111,713
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.7M42.8%11217
AMERICAN UNITED LIFE INSURANCE COMPANY
EIN 760707204
HOth
$161K4.1%111,585
ARAG INSURANCE COMPANY
EIN 421338303
Oth
$90K2.3%11904
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$34K0.9%114
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
HRx
$26K0.7%111,713
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
$00.0%111,713

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAARAG INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., PRUDENTIAL INSURANCE COMPANY OF AMERICA, FOUR EVER LIFE INSURANCE COMPANY$289K$21K$311K99.9%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$369$3690.1%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