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Sponsor portfolioTH

THE SAN FRANCISCO FOUNDATION

EIN 01-0679337-philanthropy-Latest filing 2025
Plans
2
Retirement
1
$28.8M assets
Welfare
1
$2.3M premiums
Participants
268
ONE EMBARCADERO CENTER, SUITE 1400 - SAN FRANCISCO, CA 94111415-733-8538sff.orgLinkedIn51-200 employeesphilanthropy
Plans on this EIN
2 filings
#002401k-$28.8M - 161 part#501Fully Insured-$2.3M - 99 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 99 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$140K
  • Vision$140K
  • Long-term disability$26K
  • Life$17K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CALIFORNIA PHYSICIANS SERVICE48%
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ALLIANT INSURANCE SERVICES, INC.95%
  • REUBEN WARNER ASSOCIATES, INC.4%
  • SOURCEWELL1%
  • WOODRUFF-SAWYER & CO0%
Total $135K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE SAN FRANCISCO FOUNDATION EMPLOYEES' 401(K) SAVINGS PLAN

401k

Assets$28.8M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SAN FRANCISCO FOUNDATION HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.3M
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE SAN FRANCISCO FOUNDATION EMPLOYEES' 401(K) SAVINGS PLAN401k$28.8M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SAN FRANCISCO FOUNDATION HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.3M992025
Retirement plans
Welfare plans
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