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Sponsor portfolio

BAY EAST ASSOCIATION OF REALTORS

EIN 94-1084142-real estate-Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$1.1M premiums
Participants
134
7021 KOLL CENTER PKWY - PLEASANTON, CA 945663181916-730-4060bayeast.orgLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$4.3M - 41 part#501Mewa-$1.1M - 100 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$27K
  • Vision$4K
Total $1.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • KAISER FOUNDATION HEALTH PLAN INC98%
  • DELTA DENTAL OF CALIFORNIA2%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 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

BAY EAST ASSOCIATION OF REALTORS 401(K) PROFIT SHARING PLAN

401k

Assets$4.3M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAY EAST ASSOCIATION OF REALTORS MEMBER BENEFIT PROGRAM

Mewa - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.1M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BAY EAST ASSOCIATION OF REALTORS 401(K) PROFIT SHARING PLAN401k$4.3M412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAY EAST ASSOCIATION OF REALTORS MEMBER BENEFIT PROGRAMMewaKAISER FOUNDATION HEALTH PLAN, INC.$1.1M1002025
Retirement plans
Welfare plans
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