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  2. BH-SD OPCO, LLC (DELAWARE LLC)
Sponsor portfolio

BH-SD OPCO, LLC (DELAWARE LLC)

EIN 47-1098806-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$2.0M premiums
Participants
782
215 WEST MADISON AVENUE - EL CAJON, CA 92020619-465-4411
Plans on this EIN
2 filings
#001401k-$4.5M - 467 part#501Fully Insured-$2.0M - 315 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Other$47K
  • Long-term disability$29K
  • Vision$14K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • CALIFORNIA PHYSICIANS SERVICE95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY1%
  • AETNA LIFE INSURANCE COMPANY1%
  • AFLAC0%
  • +1 more
Total $2.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • VARIOUS - SEE ATTACHED1%
  • INTEGRITY ASSET SERVICES LLC1%
  • IBRAHIM ABDELHADI0%
Total $111K4 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

API BHS 401(K) PLAN

401k

Assets$4.5M
Participants467
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BH-SD OPCO, LLC (DELAWARE LLC) INSURANCE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.0M
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001API BHS 401(K) PLAN401k$4.5M4672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BH-SD OPCO, LLC (DELAWARE LLC) INSURANCE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.0M3152025
Retirement plans
Welfare plans
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