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Sponsor portfolio

SONOMA BIOTHERAPEUTICS, INC.

EIN 83-4500565-biotechnology-Latest filing 2024
Plans
3
Retirement
1
$9.5M assets
Welfare
2
$534K premiums
Participants
365
201 HASKINS WAY, SUITE 203 - SOUTH SAN FRANCISCO, CA 94080408-799-1250sonomabio.comLinkedIn51-200 employeesbiotechnology
Plans on this EIN
3 filings
#001401k-$9.5M - 140 part#501Mixed-$534K - 111 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $534K premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$327K
  • Prescription drug$327K
  • Dental$200K
  • Other$7K
Total $534K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • KAISER FOUNDATION HEALTH PLAN INC61%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $534K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • MARSH & MCLENNAN AGENCY LLC94%
  • ENROLLEASE6%
Total $41K2 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

SONOMA BIOTHERAPEUTICS INC 401(K) PLAN

401k

Assets$9.5M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SONOMA BIOTHERAPEUTICS EMPLOYEE HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$534K
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SONOMA BIOTHERAPEUTICS INC. HEALTH REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SONOMA BIOTHERAPEUTICS INC 401(K) PLAN401k$9.5M1402024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SONOMA BIOTHERAPEUTICS EMPLOYEE HEALTH PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$534K1112024
505SONOMA BIOTHERAPEUTICS INC. HEALTH REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
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