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Sponsor portfolioTH

FRED FINCH YOUTH AND FAMILY SERVICES

EIN 94-0474080-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$26.1M assets
Welfare
1
$2.8M premiums
Participants
1,084
3800 COOLIDGE AVE - OAKLAND, CA 94602510-482-2244LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$26.1M - 704 part#501Fully Insured-$2.8M - 374 lives

Benefits portfolio analytics

1 plan / $2.8M premiums / 374 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Dental$211K
  • Other$125K
  • Life$75K
  • Short-term disability$47K
  • Long-term disability$47K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • KAISER FOUNDATION HEALTH PLAN INC85%
  • DELTA DENTAL OF CALIFORNIA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ACRISURE LLC99%
  • REMMEL SOLUTIONS1%
  • SYNERGY ENROLLMENT & BENEFITS LLC0%
Total $147K3 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

FRED FINCH YOUTH CENTER 401(K)

401k

Assets$26.1M
Participants704
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRED FINCH YOUTH AND FAMILY SERVICES HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.8M
Covered lives374
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRED FINCH YOUTH CENTER 401(K)401k$26.1M7042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRED FINCH YOUTH AND FAMILY SERVICES HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$2.8M3742025
Retirement plans
Welfare plans
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