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Sponsor portfolioWelfare / HealthEIN 71-0907214

AGILOFT, INC.

303 TWIN DOLPHIN DRIVE · REDWOOD CITY, CA 94065
6505878615
Plans filed
1
Years active
2022–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
493
No prior year
Total participants
249
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.0M
AGILOFT, INC HEALTH AND WELFARE PLAN
Fully insured493 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$4.7M32.3%
Health$4.6M31.1%
Prescription drug$4.6M31.1%
Dental$282K1.9%
Vision$282K1.9%
Life$107K0.7%
Short-term disability$100K0.7%
Long-term disability$41K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRxOth
$4.3M86.1%11446
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVOth
$282K5.6%11493
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$212K4.2%1222
ANTHEM LIFE INSURANCE COMPANY
EIN 520913817
LSTDLTDOth
$203K4.0%14325

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
DIGITAL INSURANCE LLCATLANTA, GAANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE CO., BLUE CROSS OF CALIFORNIA, PRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC.$266K$14K$279K73.0%1
REUBEN WARNER ASSOCIATES, INC.WESTLAKE VILLAGE, CAANTHEM LIFE INSURANCE COMPANY, ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE CO., BLUE CROSS OF CALIFORNIA, PRINCIPAL LIFE INSURANCE COMPANY$8K$95K$103K27.0%1

History & trajectory

4 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
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