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Sponsor portfolio

THE BAR ASSOCIATION OF SAN FRANCISCO

EIN 94-0304950-legal services-Latest filing 2025
Plans
2
Retirement
1
$16.5M assets
Welfare
1
$1.3M premiums
Participants
329
50 FREMONT, SUITE 1700 - SAN FRANCISCO, CA 94105415-982-1600sfbar.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#001401k-$16.5M - 209 part#501Fully Insured-$1.3M - 132 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$104K
  • Other$50K
  • Life$42K
  • Long-term disability$42K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • SUTTER HEALTH PLAN38%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BASF AND JDC 401(K) PLAN.

401k

Assets$16.5M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BAR ASSOCIATION OF SAN FRANCISCO HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.3M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BASF AND JDC 401(K) PLAN.401k$16.5M2092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BAR ASSOCIATION OF SAN FRANCISCO HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.3M1322025
Retirement plans
Welfare plans
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