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Sponsor portfolio

BAY AREA LEGAL SERVICES, INC.

EIN 59-1171886-legal services-Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$1.9M premiums
Participants
386
1302 N 19TH ST STE 400 - TAMPA, FL 336055230813-232-1222bals.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#002401k-$17.6M - 235 part#503Fully Insured-$1.9M - 183 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$233K
  • Dental$196K
  • Life$196K
  • Short-term disability$196K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UPMC HEALTH OPTIONS73%
  • BLUE CROSS OF CALIFORNIA14%
  • SUN LIFE ASSURANCE COMPANY OF CANADA11%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY1%
  • FIRST STOP HEALTH1%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS73%
  • THE BALDWIN GROUP WEST LLC24%
  • WATCHTOWER TECHNOLOGIES INC3%
Total $94K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC.

401k

Assets$17.6M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

BAY AREA LEGAL SERVICES WELFARE BENEFITS PLAN

Fully Insured - HEALTH OPTIONS

Premiums$1.9M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BAY AREA LEGAL SERVICES, INC.401k$17.6M2352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503BAY AREA LEGAL SERVICES WELFARE BENEFITS PLANFully InsuredHEALTH OPTIONS$1.9M1832025
Retirement plans
Welfare plans
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