Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Dental$280K
- Vision$280K
- Life$280K
- Short-term disability$280K
- +2 more
Sponsor portfolio
MODERN TREASURY CORPORATION
EIN 83-0557911internetLatest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$2.7M premiums
Participants
372
2261 MARKET STREET, SUITE 5607 - SAN FRANCISCO, CA 94114415-259-9222moderntreasury.comLinkedIn51-200 employeesinternet
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 188 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
- KAISER FOUNDATION HEALTH PLAN INC8%
- HAWAII MEDICAL SERVICE ASSOCIATION0%
Broker market share
Schedule A broker compensation
73%top
- ABD INS. AND FINANCIAL SVCS., INC.73%
- REUBEN WARNER ASSOCIATES, INC.27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MODERN TREASURY 401(K) PLAN
401k
Assets$9.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MODERN TREASURY CORPORATION HEALTH & WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.7M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MODERN TREASURY 401(K) PLAN | 401k | $9.4M | 240 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MODERN TREASURY CORPORATION HEALTH & WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.7M | 188 | 2025 |
Retirement plans
Welfare plans