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Sponsor portfolio

ABD INSURANCE AND FINANCIAL SERVICES, INC.

EIN 27-0673528-insurance-Latest filing 2025
Plans
2
Retirement
1
$116.5M assets
Welfare
1
$4.6M premiums
Participants
1,655
550 CALIFORNIA ST, SUITE 302 - SAN FRANCISCO, CA 94104650-488-8565newfront.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$116.5M - 970 part#501Fully Insured-$4.6M - 800 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 800 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Other$1.2M
  • Dental$809K
  • Life$695K
  • Short-term disability$695K
  • +2 more
Total $4.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • KAISER FOUNDATION HEALTH PLAN INC54%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
  • STANDARD INSURANCE COMPANY15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN3%
  • +3 more
Total $4.6M8 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $130K1 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

NEWFRONT 401(K) PLAN

401k

Assets$116.5M
Participants970
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEWFRONT INSURANCE SERVICES HEALTH & WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.6M
Covered lives800
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NEWFRONT 401(K) PLAN401k$116.5M9702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEWFRONT INSURANCE SERVICES HEALTH & WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$4.6M8002025
Retirement plans
Welfare plans
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