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Sponsor portfolio

MISSION GRADUATES

EIN 23-7172909-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$821K premiums
Participants
465
3040 16TH STREET - SAN FRANCISCO, CA 94103missiongraduates.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$3.7M - 322 part#501Fully Insured-$821K - 163 lives

Benefits portfolio analytics

1 plan / $821K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$697K
  • Dental$125K
  • Vision$125K
  • Life$125K
  • Long-term disability$125K
Total $821K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $821K2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • PATRIOT GROWTH INSURANCE SERVICES85%
  • CENTERSTONE INSURANCE AND FINANCIAL15%
Total $44K2 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

403(B) THRIFT PLAN FOR EMPLOYEES OF MISSION GRADUATES

401k

Assets$3.7M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MISSION GRADUATES HEALTH & WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$821K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF MISSION GRADUATES401k$3.7M3222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MISSION GRADUATES HEALTH & WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$821K1632025
Retirement plans
Welfare plans
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