Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$277K
- Vision$277K
- Life$277K
- Short-term disability$277K
- +2 more
Sponsor portfolioTH
TEAM SAN JOSE
EIN 20-0507663hospitalityLatest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$2.0M premiums
Participants
329
408 ALMADEN BOULEVARD - SAN JOSE, CA 95110650-619-6228sanjose.orgLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 106 covered livesCarrier market share
Premium dollars by Schedule A carrier
56%top
- AETNA LIFE INSURANCE COMPANY56%
- KAISER FOUNDATION HEALTH PLAN INC30%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA14%
Broker market share
Schedule A broker compensation
78%top
- EXPERTQUOTE, INC.78%
- REUBEN WARNER ASSOCIATES, INC.22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TEAM SAN JOSE 401(K) PLAN
401k
Assets$14.6M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TEAM SAN JOSE HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - AETNA HEALTH INSURANCE
Premiums$2.0M
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TEAM SAN JOSE 401(K) PLAN | 401k | $14.6M | 223 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TEAM SAN JOSE HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | AETNA HEALTH INSURANCE | $2.0M | 106 | 2025 |
Retirement plans
Welfare plans