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Sponsor portfolio

KIPP BAY AREA SCHOOLS

EIN 20-5010766-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$67.3M assets
Welfare
1
$11.1M premiums
Participants
2,466
1000 BROADWAY, SUITE 460 - OAKLAND, CA 94607510-465-5477
Plans on this EIN
2 filings
#001401k-$67.3M - 1,495 part#501Mixed-$11.1M - 1,205 lives

Benefits portfolio analytics

1 plan / $11.1M premiums / 1,205 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.8M
  • Prescription drug$10.8M
  • Life$284K
  • Long-term disability$284K
  • Other$284K
  • Vision$95K
Total $11.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • KAISER FOUNDATION HEALTH PLAN INC97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $11.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $304K1 slice

Plan deep-dives

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

KIPP BAY AREA SCHOOLS 401(K) PLAN

401k

Assets$67.3M
Participants1,495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIPP BAY AREA PUBLIC SCHOOLS WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$11.1M
Covered lives1,205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIPP BAY AREA SCHOOLS 401(K) PLAN401k$67.3M1,4952025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIPP BAY AREA PUBLIC SCHOOLS WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$11.1M1,2052025
Retirement plans
Welfare plans
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