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Sponsor portfolio

MYHEALTHTEAM

EIN 45-4545875-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$361K premiums
Participants
126
1 POST STREET, SUITE 250 - SAN FRANCISCO, CA 94104415-823-7574
Plans on this EIN
2 filings
#001401k-$6.7M - 126 part#501Fully Insured-$361K - 174 lives

Benefits portfolio analytics

1 plan / $361K premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$327K
  • Prescription drug$327K
  • Other$33K
  • Dental$29K
  • Vision$29K
  • Life$29K
  • +2 more
Total $361K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITEDHEALTHCARE INSURANCE COMPANY73%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
  • CLAREMONT EAP1%
Total $361K4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ABD INS. AND FINANCIAL SVCS., INC.92%
  • REUBEN WARNER ASSOCIATES, INC.8%
Total $23K2 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

MYHEALTHTEAMS, INC. RETIREMENT TRUST

401k

Assets$6.7M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MYHEALTHTEAM HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$361K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MYHEALTHTEAMS, INC. RETIREMENT TRUST401k$6.7M1262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MYHEALTHTEAM HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$361K1742025
Retirement plans
Welfare plans
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