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Sponsor portfolioTH

THE SOBRATO ORGANIZATION

EIN 77-0262755-real estate-Latest filing 2025
Plans
2
Retirement
1
$23.1M assets
Welfare
1
$675K premiums
Participants
237
599 CASTRO STREET, SUITE 400 - MOUNTAIN VIEW, CA 94041650-876-7010sobrato.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$23.1M - 135 part#501Fully Insured-$675K - 103 lives

Benefits portfolio analytics

1 plan / $675K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$372K
  • Prescription drug$372K
  • Dental$138K
  • Short-term disability$44K
  • Long-term disability$42K
  • Life$41K
  • +2 more
Total $675K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • SUN LIFE ASSURANCE COMPANY OF CANADA20%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA20%
  • VISION SERVICE PLAN3%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $675K6 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • MCGRIFF INSURANCE SERVICES INC18%
  • WATCHTOWER BENEFITS, LLC0%
Total $49K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN

401k

Assets$23.1M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE SOBRATO ORGANIZATION HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$675K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE SOBRATO ORGANIZATION 401(K) SAVINGS PLAN401k$23.1M1352024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE SOBRATO ORGANIZATION HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$675K1032025
Retirement plans
Welfare plans
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