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Sponsor portfolio

BRAYTON PURCELL, LLP

EIN 20-1361089-law practice-Latest filing 2025
Plans
2
Retirement
1
$43.7M assets
Welfare
1
$2.1M premiums
Participants
446
222 RUSH LANDING ROAD - NOVATO, CA 94945415-898-1555braytonlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$43.7M - 260 part#502Fully Insured-$2.1M - 176 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$146K
  • Vision$146K
  • Other$44K
  • Life$41K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • KAISER FOUNDATION HEALTH PLAN INC90%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HEFFERNAN INSURANCE BROKERS100%
  • VARIOUS - SEE ATTACHMENT0%
Total $113K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BRAYTON PURCELL, LLP 401K RETIREMENT PLAN

401k

Assets$43.7M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BRAYTON PURCELL, LLP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.1M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BRAYTON PURCELL, LLP 401K RETIREMENT PLAN401k$43.7M2602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BRAYTON PURCELL, LLP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$2.1M1762025
Retirement plans
Welfare plans
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