Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$3.9M
- Dental$289K
- Other$88K
- Life$54K
- Vision$44K
- +1 more
Sponsor portfolio
FELTON INSTITUTE FAMILY SERVICE AGENCY OF SAN FRANCISCO
EIN 94-1156530mental health careLatest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$4.4M premiums
Participants
1,120
1001 ATLANTIC AVE - ALAMEDA, CA 94501415-474-7310felton.orgLinkedIn201-500 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 515 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- KAISER FOUNDATION HEALTH PLAN INC60%
- SUTTER HEALTH PLAN30%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
- EYEMED VISION CARE1%
- +2 more
Broker market share
Schedule A broker compensation
99%top
- GALLAGHER BENEFIT SERVICES, INC.99%
- MASOLI LEGACY LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE FELTON INSTITUTE 403B PLAN
403b
Assets$9.0M
Participants677
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FELTON INSTITUTE FAMILY SERVICE AGENCY OF SAN FRANCISCO WRAP BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$4.4M
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE FELTON INSTITUTE 403B PLAN | 403b | $9.0M | 677 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FELTON INSTITUTE FAMILY SERVICE AGENCY OF SAN FRANCISCO WRAP BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $4.4M | 515 | 2025 |
Retirement plans
Welfare plans