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Sponsor portfolio

AT-BAY, INC.

EIN 81-3719687-insurance-Latest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$4.0M premiums
Participants
529
701 VILLA STREET - MOUNTAIN VIEW, CA 94041650-850-8008at-bay.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$14.1M - 265 part#501Fully Insured-$4.0M - 415 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.7M
  • Health$3.6M
  • Prescription drug$3.6M
  • Dental$442K
  • Vision$442K
  • Life$442K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • BLUE CROSS OF CALIFORNIA82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • KAISER FOUNDATION HEALTH PLAN INC7%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • SEQUOIA BENEFITS & INS SVCS LLC99%
  • REUBEN WARNER ASSOCIATES, INC.1%
Total $301K2 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

AT-BAY, INC. 401(K) PLAN

401k

Assets$14.1M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AT-BAY, INC. HEALTH WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.0M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AT-BAY, INC. 401(K) PLAN401k$14.1M2652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AT-BAY, INC. HEALTH WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.0M4152025
Retirement plans
Welfare plans
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