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Sponsor portfolio

BOTRISTA, INC.

EIN 82-3085540-food & beverages-Latest filing 2025
Plans
7
Retirement
1
$1.3M assets
Welfare
6
$3.8M premiums
Participants
836
1 MONTGOMERY ST, STE 900 - SAN FRANCISCO, CA 94104800-542-6190botrista.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
7 filings
#001401k-$1.3M - 166 part#506Fully Insured-$2.1M - 153 lives#501Fully Insured-$1.5M - 173 lives#502Fully Insured-$173K - 143 lives#505Fully Insured-$13K - 114 lives#503Fully Insured-$12K - 114 lives#504Fully Insured-$11K - 114 lives

Benefits portfolio analytics

6 plans / $3.8M premiums / 811 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.5M
  • Dental$157K
  • Vision$157K
  • Other$40K
  • Short-term disability$17K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • BLUE CROSS OF CALIFORNIA74%
  • KAISER FOUNDATION HEALTH PLAN INC15%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • MCGRIFF INSURANCE SERVICES INC48%
  • MARSH & MCLENNAN AGENCY LLC41%
  • GIS BENEFITS INC10%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS1%
Total $133K4 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

BOTRISTA 401(K) PLAN

401k

Assets$1.3M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

BOTRISTA, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICES DBA BLUE SHIELD OF CALIFORNIA

Premiums$2.1M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BOTRISTA, INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICES DBA BLUE SHIELD OF CALIFORNIA

Premiums$1.5M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BOTRISTA, INC. DENTAL AND VISION PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$173K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

BOTRISTA, INC. LONG-TERM DISABILITY PLAN

Fully Insured - RELIANCESTANDARD LIFE INSURANCE COMPANY

Premiums$13K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BOTRISTA, INC. SHORT-TERM DISABILITY PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$12K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

BOTRISTA, INC. GROUP LIFE AND ACCIDENTAL DEALTH AND DISABILITY PLAN

Fully Insured - RELIANCESTANDARD LIFE INSURANCE COMPANY

Premiums$11K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOTRISTA 401(K) PLAN401k$1.3M1662024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
506BOTRISTA, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICES DBA BLUE SHIELD OF CALIFORNIA$2.1M1532025
501BOTRISTA, INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICES DBA BLUE SHIELD OF CALIFORNIA$1.5M1732024
502BOTRISTA, INC. DENTAL AND VISION PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$173K1432024
505BOTRISTA, INC. LONG-TERM DISABILITY PLANFully InsuredRELIANCESTANDARD LIFE INSURANCE COMPANY$13K1142024
503BOTRISTA, INC. SHORT-TERM DISABILITY PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$12K1142024
504BOTRISTA, INC. GROUP LIFE AND ACCIDENTAL DEALTH AND DISABILITY PLANFully InsuredRELIANCESTANDARD LIFE INSURANCE COMPANY$11K1142024
Retirement plans
Welfare plans
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