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Sponsor portfolio

COALITION, INC.

EIN 82-0756527-insurance-Latest filing 2025
Plans
2
Retirement
1
$53.6M assets
Welfare
1
$9.7M premiums
Participants
1,175
548 MARKET ST, #94729 - SAN FRANCISCO, CA 94104415-215-1282coalitioninc.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$53.6M - 669 part#501Fully Insured-$9.7M - 1,018 lives

Benefits portfolio analytics

1 plan / $9.7M premiums / 1,018 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.3M
  • Prescription drug$9.3M
  • Other$402K
  • Dental$382K
  • Vision$382K
  • Life$382K
  • +2 more
Total $9.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • KAISER FOUNDATION HEALTH PLAN INC2%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $9.7M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $480K1 slice

Plan deep-dives

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

COALITION 401(K) PLAN

401k

Assets$53.6M
Participants669
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COALITION, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$9.7M
Covered lives1,018
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COALITION 401(K) PLAN401k$53.6M6692025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COALITION, INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$9.7M1,0182025
Retirement plans
Welfare plans
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