Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$2.1M
- Health$1.9M
- Prescription drug$1.9M
- Vision$411K
- Life$411K
- Short-term disability$411K
- +2 more
Sponsor portfolio
UNITED STATES ENERGY FOUNDATION
EIN 83-1740146Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
1
$21.3M assets
Welfare
1
$2.4M premiums
Participants
289
55 2ND STREET, 24TH FLOOR - SAN FRANCISCO, CA 94105415-561-6700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 377 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- BLUE CROSS OF CALIFORNIA70%
- METROPOLITAN LIFE INSURANCE COMPANY17%
- KAISER FOUNDATION HEALTH PLAN INC12%
Broker market share
Schedule A broker compensation
69%top
- FILICE INSURANCE AGENCY69%
- REUBEN WARNER ASSOCIATES, INC.19%
- ACRISURE LLC8%
- ENROLLEASE5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN
403b
Assets$21.3M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNITED STATES ENERGY FOUNDATION WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.4M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED STATES ENERGY FOUNDATION 403(B) RETIREMENT PLAN | 403b | $21.3M | 169 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED STATES ENERGY FOUNDATION WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.4M | 377 | 2024 |
Retirement plans
Welfare plans