Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$188K
- Life$157K
- Short-term disability$157K
- Long-term disability$157K
- Other$157K
- Vision$24K
Filings through .
Balsam Brands Inc.
EIN 47-3255205retailLatest filing 2025
Plans
2
Retirement
1
$27.2M assets
Health & Benefits
1
$368K premiums
Participants
442
700 JEFFERSON, 2ND FLOOR - REDWOOD CITY, CA 94063888-552-2572balsambrands.comLinkedIn201-500 employeesretail
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $368K premiums / 387 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BALSAM BRANDS INC. RETIREMENT TRUST
401(k)
Assets$27.2M
Participants269
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BALSAM BRANDS HEALTH AND WELFARE BENEFIT PLAN
Mixed - DELTA DENTAL OF CALIFORNIA
Premiums$368K
Covered lives387
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BALSAM BRANDS INC. RETIREMENT TRUST | 401(k) | $27.2M | 269 | 2025 |
- #001 · 401(k) · 2025269
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BALSAM BRANDS HEALTH AND WELFARE BENEFIT PLAN | Mixed | DELTA DENTAL OF CALIFORNIA | $368K | 387 | 2025 |
- #501 · Mixed · DELTA DENTAL OF CALIFORNIA · 2025387
Retirement plans
Health & Benefits plans