Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$783K
- Dental$61K
- Vision$51K
Sponsor portfolio
SAGE ELDERCARE SOLUTIONS
EIN 45-4161764individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$844K premiums
Participants
426
1801 MURCHISON DR., STE. 16 - BURLINGAME, CA 94010650-652-5642sageeldercare.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $844K premiums / 126 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CALIFORNIA CHOICE93%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
69%top
- ACRISURE LLC69%
- AMWINS28%
- KLEINBERG BENEFITS INC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAGE ELDERCARE SOLUTIONS, LLC 401K PLAN
401k
Assets$4.8M
Participants300
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAGE ELDERCARE SOLUTIONS WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIACHOICE
Premiums$844K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAGE ELDERCARE SOLUTIONS, LLC 401K PLAN | 401k | $4.8M | 300 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAGE ELDERCARE SOLUTIONS WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIACHOICE | $844K | 126 | 2025 |
Retirement plans
Welfare plans