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Sponsor portfolioWelfare / HealthEIN 82-3069380

CAPTIVATEIQ, INC.

548 MARKET ST., PMB 145518 · SAN FRANCISCO, CA 94104
9082467397
Plans filed
1
Years active
2022–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.1M
No prior year
Persons covered
281
No prior year
Total participants
183
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.1M
CAPTIVATEIQ, INC., HEALTH AND WELFARE BENEFIT PLAN
Fully insured281 covered·3 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$3.0M28.4%
Health$2.7M25.5%
Prescription drug$2.7M25.5%
Dental$429K4.1%
Vision$429K4.1%
Life$429K4.1%
Short-term disability$429K4.1%
Long-term disability$429K4.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRxOth
$2.5M82.2%11281
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$429K13.9%11251
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$121K3.9%1213

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SEQUOIA BENEFITS & INS SVCS LLCSAN MATEO, CABLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN INC, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$186K$8K$194K100.0%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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