PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KIVA MICROFUNDS

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 71-0992446

KIVA MICROFUNDS

182 HOWARD STREET, SUITE 414 · SAN FRANCISCO, CA 94105
8284795482
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$355K
No prior year
Persons covered
125
No prior year
Total participants
116
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$355K
THE KIVA EMPLOYEE BENEFIT PLAN
Mixed125 covered·6 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$232K25.4%
Prescription drug$232K25.4%
Long-term disability$117K12.8%
Short-term disability$112K12.2%
Other$112K12.2%
Life$108K11.9%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 930798039
HRx
$232K65.3%1220
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 131898173
LSTDLTDOth
$120K33.8%13108
HALCYON BEHAVIORAL, LLC
EIN 900903765
Oth
$3K0.9%11125

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
VITA INSURANCE ASSOCIATES, INC.MOUNTAIN VIEW, CAKAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, UNUM LIFE INSURANCE COMPANY OF AMERICA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$23K$813$24K100.0%1

History & trajectory

6 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