Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$679K
- Prescription drug$679K
- Dental$169K
- Vision$32K
- Life$27K
- Other$20K
- +2 more
Sponsor portfolio
ALLANA, BUICK & BERS, INC.
EIN 77-0380827architecture & planningLatest filing 2025
Plans
2
Retirement
1
$19.0M assets
Welfare
1
$939K premiums
Participants
482
990 COMMERCIAL STREET - PALO ALTO, CA 94303650-543-5644abbae.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $939K premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- KAISER FOUNDATION HEALTH PLAN INC72%
- DELTA DENTAL OF CALIFORNIA18%
- UNITED OF OMAHA LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN3%
Broker market share
Schedule A broker compensation
99%top
- HEFFERNAN INSURANCE BROKERS99%
- WATCHTOWER BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ALLANA BUICK & BERS, INC. 401(K) PLAN
401k
Assets$19.0M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ALLANA, BUICK & BERS, INC. HEALTH AND WELFARE PLAN
Mewa - KAISER FOUNDATION HEALTH PLAN INC
Premiums$939K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ALLANA BUICK & BERS, INC. 401(K) PLAN | 401k | $19.0M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ALLANA, BUICK & BERS, INC. HEALTH AND WELFARE PLAN | Mewa | KAISER FOUNDATION HEALTH PLAN INC | $939K | 187 | 2025 |
Retirement plans
Welfare plans