Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Prescription drug$4.8M
- Other$254K
- Dental$216K
- Life$209K
- Short-term disability$209K
- +2 more
Sponsor portfolio
CARMEL PARTNERS MANAGEMENT, LLC
EIN 85-3272514Latest filing 2025
Plans
2
Retirement
1
$49.1M assets
Welfare
1
$5.3M premiums
Participants
760
1000 SANSOME STREET, FIRST FLOOR - SAN FRANCISCO, CA 94111415-273-2900
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.3M premiums / 644 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- CALIFORNIA PHYSICIANS SERVICE91%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
98%top
- THE BALDWIN GROUP WEST LLC98%
- BURNHAM BENEFITS INSURANCE SERVICES2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$49.1M
Participants486
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARMEL PARTNERS HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$5.3M
Covered lives644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARMEL PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401k | $49.1M | 486 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARMEL PARTNERS HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $5.3M | 644 | 2025 |
Retirement plans
Welfare plans