PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. CAREDX, 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 94-3316839

CAREDX, INC.

8000 MARINA BOULEVARD, 4TH FLOOR · BRISBANE, CA 94005
4152872300
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$10.6M
No prior year
Persons covered
986
No prior year
Total participants
710
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$10.6M
CAREDX, INC. HEALTH AND WELFARE BENEFITS
Fully insured986 covered·5 carriers
Primary: BLUE CROSS OF CALIFORNIA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$9.2M41.3%
Prescription drug$9.2M41.3%
Dental$697K3.1%
Vision$697K3.1%
Other$694K3.1%
Life$607K2.7%
Short-term disability$607K2.7%
Long-term disability$607K2.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 953760980
HRx
$7.6M71.1%11986
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.7M15.8%11186
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$697K6.5%11585
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$694K6.5%12694

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ABD INS. AND FINANCIAL SVCS., INC.SAN MATEO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC.$259K$33K$292K65.1%1
LOCKTON COMPANIES, LLCWASHINGTON, DCUNUM LIFE INSURANCE COMPANY OF AMERICA, SUN LIFE ASSURANCE COMPANY OF CANADA, UNUM INSURANCE COMPANY, BLUE CROSS OF CALIFORNIA, KAISER FOUNDATION HEALTH PLAN, INC.$152K$5K$157K34.9%1

History & trajectory

2 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