Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$77K
- Vision$77K
- Life$77K
- Short-term disability$77K
- Long-term disability$77K
- +1 more
Sponsor portfolio
SAN FRANCISO REAL ESTATE LLC
EIN 47-2219215Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
1
$114K assets
Welfare
1
$1.1M premiums
Participants
215
P.O. BOX 680717 - PARK CITY, UT 84068801-554-5047
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 118 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
99%top
- GBS BENEFITS INC99%
- LEAVITT GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAN FRANCISCO REAL ESTATE, LLC 401(K) PLAN
401k
Assets$114K
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAN FRANCISCO REAL ESTATE LLC DBA ENGEL & VOLKERS GESTALT GROUP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAN FRANCISCO REAL ESTATE, LLC 401(K) PLAN | 401k | $114K | 119 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAN FRANCISCO REAL ESTATE LLC DBA ENGEL & VOLKERS GESTALT GROUP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 118 | 2024 |
Retirement plans
Welfare plans