Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Life$626K
- Short-term disability$626K
- Long-term disability$626K
- Other$626K
- +1 more
Sponsor portfolio
BPM LLP
EIN 81-4234542management consultingLatest filing 2025
Plans
2
Retirement
1
$152.1M assets
Welfare
1
$2.8M premiums
Participants
2,257
1 CALIFORNIA ST., SUITE 2500 - SAN FRANCISCO, CA 94111415-421-5757bpm.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 2,850 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- KAISER FOUNDATION HEALTH PLAN INC72%
- RELIASTAR LIFE INSURANCE COMPANY23%
- VISION SERVICE PLAN5%
Broker market share
Schedule A broker compensation
92%top
- MARSH & MCLENNAN AGENCY LLC92%
- PLANSOURCE BENEFITS ADMINISTRATION8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BPM PROFIT SHARING 401(K) PLAN
401k
Assets$152.1M
Participants1,379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
BPM LLP HEALTH AND WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN INC
Premiums$2.8M
Covered lives2,850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BPM PROFIT SHARING 401(K) PLAN | 401k | $152.1M | 1,379 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | BPM LLP HEALTH AND WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN INC | $2.8M | 2,850 | 2025 |
Retirement plans
Welfare plans