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SIERRA CLUB

EIN 94-1153307-non-profit organization management-Latest filing 2025
Plans
7
Retirement
5
$100.1M assets
Welfare
2
$2.5M premiums
Participants
2,520
2101 WEBSTER STREET, SUITE 1300 - OAKLAND, CA 94612415-977-5582sierraclub.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
7 filings
#002401k-$67.3M - 524 part#004401k-$15.5M - 322 part#003401k-$9.2M - 111 part#005401k-$8.0M - 218 part#001ProfitSharing-$127K - 7 part#504Fully Insured-$2.5M - 885 lives#505Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $100.1M assets / 1,182 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • FOR NON-REPRESENTED EMPLOYEES (#002)67%
  • PWU NATIONAL EMPLOYEES (#004)15%
  • SIERRA EMPLOYEE ALLIANCE (#003)9%
  • PWU CHAPTER EMPLOYEES (#005)8%
  • PUERTO RICO EMPLOYEES (#001)0%
Total $100.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR NON-REPRESENTED EMPLOYEES (#002)524
  • PWU NATIONAL EMPLOYEES (#004)322
  • PWU CHAPTER EMPLOYEES (#005)218
  • SIERRA EMPLOYEE ALLIANCE (#003)111
  • PUERTO RICO EMPLOYEES (#001)7
Total 1,182Click row to drill in

Benefits portfolio analytics

2 plans / $2.5M premiums / 885 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.1M
  • Dental$607K
  • Other$550K
  • Life$545K
  • Short-term disability$545K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • PRINCIPAL LIFE INSURANCE COMPANY25%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA22%
  • VISION SERVICE PLAN5%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • +1 more
Total $2.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • EDGEWOOD PARTNERS INSURANCE CENTER97%
  • RELATION INSURANCE SERVICES OF CA3%
Total $25K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SIERRA CLUB 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES

401k

Assets$67.3M
Participants524
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SIERRA CLUB 401(K) PLAN FOR PWU NATIONAL EMPLOYEES

401k

Assets$15.5M
Participants322
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SIERRA CLUB 401(K) PLAN FOR SIERRA EMPLOYEE ALLIANCE

401k

Assets$9.2M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

SIERRA CLUB 401(K) PLAN FOR PWU CHAPTER EMPLOYEES

401k

Assets$8.0M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

SIERRA CLUB 1081 PLAN FOR PUERTO RICO EMPLOYEES

ProfitSharing

Assets$127K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SIERRA CLUB EMPLOYEES GROUP INSURANCE

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.5M
Covered lives885
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

SIERRA CLUB SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002SIERRA CLUB 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES401k$67.3M5242024
004SIERRA CLUB 401(K) PLAN FOR PWU NATIONAL EMPLOYEES401k$15.5M3222024
003SIERRA CLUB 401(K) PLAN FOR SIERRA EMPLOYEE ALLIANCE401k$9.2M1112024
005SIERRA CLUB 401(K) PLAN FOR PWU CHAPTER EMPLOYEES401k$8.0M2182024
001SIERRA CLUB 1081 PLAN FOR PUERTO RICO EMPLOYEESProfitSharing$127K72024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SIERRA CLUB EMPLOYEES GROUP INSURANCEFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.5M8852025
505SIERRA CLUB SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
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