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Sponsor portfolio

BAFFETTO HOLDING COMPANY

EIN 91-2046997-investment management-Latest filing 2025
Plans
2
Retirement
1
$26.9M assets
Welfare
1
$3.1M premiums
Participants
1,419
423 EAST PIKE STREET - SEATTLE, WA 98122206-652-0877LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#003401k-$26.9M - 956 part#501Fully Insured-$3.1M - 498 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 498 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Dental$269K
  • Vision$269K
  • Life$21K
  • Long-term disability$21K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • DELTA DENTAL OF CALIFORNIA9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $110K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BAFFETTO, INC. 401(K) PLAN AND TRUST

401k

Assets$26.9M
Participants956
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAFFETTO GROUP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$3.1M
Covered lives498
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BAFFETTO, INC. 401(K) PLAN AND TRUST401k$26.9M9562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAFFETTO GROUP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$3.1M4982025
Retirement plans
Welfare plans
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