Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.0M
- Prescription drug$5.0M
- Other$708K
- Life$702K
- Dental$690K
- Long-term disability$680K
- +2 more
Sponsor portfolio
BAY EQUITY, LLC
EIN 26-0360466financial servicesLatest filing 2025
Plans
2
Retirement
1
$52.1M assets
Welfare
1
$5.8M premiums
Participants
945
2300 CLAYTON ROAD, SUITE 1300 - CONCORD, CA 94520415-820-4525LinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.8M premiums / 2,733 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- UNITEDHEALTHCARE INSURANCE COMPANY76%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
- KAISER FOUNDATION HEALTH PLAN INC10%
- VISION SERVICE PLAN1%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
- +3 more
Broker market share
Schedule A broker compensation
99%top
- ABD INS. AND FINANCIAL SVCS., INC.99%
- JUDGE WILLIAM0%
- NFP INSURANCE SERVICES INC0%
- A & AG CONSULTANTS0%
- MAKA SIHU A NATIVE AMERICAN ENT.0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAY EQUITY 401(K) PLAN
401k
Assets$52.1M
Participants945
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BAY EQUITY, LLC HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.8M
Covered lives2,733
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAY EQUITY 401(K) PLAN | 401k | $52.1M | 945 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BAY EQUITY, LLC HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $5.8M | 2,733 | 2025 |
Retirement plans
Welfare plans