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Sponsor portfolioWelfare / HealthEIN 90-0767522

TALKDESK, INC.

440 NORTH BARRANCA AVENUE · COVINA, CA 91723
4152756868
Plans filed
2
Years active
2017–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$7.4M
No prior year
Persons covered
2,131
No prior year
Total participants
440
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$7.4M
TALKDESK HEALTH AND WELFARE PLAN
Mixed2,131 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #502$427K
TALKDESK HEALTH AND WELFARE PLAN
Fully insured233 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$7.1M47.4%
Prescription drug$7.1M47.4%
Life$257K1.7%
Long-term disability$257K1.7%
Other$257K1.7%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRx
$6.9M92.6%112,131
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$292K3.9%1135
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$257K3.5%11440

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LUMITY, INC.SAN FRANCISCO, CAUNITEDHEALTHCARE INSURANCE COMPANY$189K$0$189K77.1%1
GCG FINANCIAL LLCSAN FRANCISCO, CAKAISER FOUNDATION HEALTH PLAN, INC., THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$40K$17K$56K22.9%1

History & trajectory

9 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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