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Sponsor portfolio

CENTER FOR SOCIAL DYNAMICS INC.

EIN 37-1749452-hospital & health care-Latest filing 2024
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$3.6M premiums
Participants
2,034
1200 CONCORD AVENUE, SUITE 100 - CONCORD, CA 94520510-328-7176csdautismservices.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$4.9M - 1,482 part#502Fully Insured-$3.6M - 767 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 767 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Other$544K
  • Dental$464K
  • Life$464K
  • Long-term disability$464K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • PRINCIPAL LIFE INSURANCE COMPANY13%
  • EYEMED VISION CARE2%
  • HARTFORD LIFE AND ACCIDENT2%
  • CURALINC HEALTHCARE0%
Total $3.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • ALLIANT INSURANCE SERVICES, INC.89%
  • AMWINS10%
  • CENTERSTONE INSURANCE AND FINANCIAL1%
Total $479K3 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

CENTER FOR SOCIAL DYNAMICS 401(K) PLAN

401k

Assets$4.9M
Participants1,482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CENTER FOR SOCIAL DYNAMICS HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.6M
Covered lives767
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTER FOR SOCIAL DYNAMICS 401(K) PLAN401k$4.9M1,4822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CENTER FOR SOCIAL DYNAMICS HEALTH AND WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.6M7672024
Retirement plans
Welfare plans
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