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Sponsor portfolioTH

DISCOVERY BUILDERS, INC

EIN 68-0406953-Latest filing 2025
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$1.3M premiums
Participants
244
3240 STONE VALLEY ROAD WEST, SUITE 2 - ALAMO, CA 94507925-682-6419LinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$11.1M - 147 part#501Fully Insured-$1.3M - 142 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$96K
  • Vision$96K
  • Life$25K
  • Long-term disability$20K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • KAISER FOUNDATION HEALTH PLAN INC88%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • EDGEWOOD PARTNERS INSURANCE CENTER92%
  • PROFESSIONAL GROUP PLANS INC8%
Total $61K2 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

DISCOVERY BUILDERS, INC. 401 K PLAN

401k

Assets$11.1M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DISCOVERY BUILDERS HEALTH & WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.3M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002DISCOVERY BUILDERS, INC. 401 K PLAN401k$11.1M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DISCOVERY BUILDERS HEALTH & WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.3M1422025
Retirement plans
Welfare plans
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