Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$100K
- Vision$100K
- Life$100K
- Other$100K
Sponsor portfolio
SOUTH BAY SOLUTIONS INC.
EIN 71-0878396machineryLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.3M premiums
Participants
280
37399 CENTRALMONT PLACE - FREMONT, CA 94536650-843-1800southbaysolutions.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 167 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- KAISER FOUNDATION HEALTH PLAN INC87%
- PRINCIPAL LIFE INSURANCE COMPANY8%
- UNITEDHEALTHCARE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
87%top
- MARK CARPENTER87%
- CENTERSTONE INSURANCE AND FINANCIAL9%
- AMWINS3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTH BAY SOLUTIONS, INC. 401(K) PLAN
401k
Assets$4.5M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTH BAY SOLUTIONS INC. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTH BAY SOLUTIONS, INC. 401(K) PLAN | 401k | $4.5M | 113 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTH BAY SOLUTIONS INC. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 167 | 2025 |
Retirement plans
Welfare plans