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Sponsor portfolio

EDGEWOOD CENTER FOR CHILDREN AND FAMILIES

EIN 94-1186168-mental health care-Latest filing 2025
Plans
3
Retirement
2
$21.6M assets
Welfare
1
$2.4M premiums
Participants
854
1801 VICENTE STREET - SAN FRANCISCO, CA 94116415-681-3211LinkedIn1-10 employeesmental health care
Plans on this EIN
3 filings
#002403b-$12.3M - 377 part#001TraditionalDB-$9.3M - 215 part#502Mixed-$2.4M - 257 lives

Retirement portfolio analytics

2 plans aggregated / $21.6M assets / 592 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • EDGEWOOD 403(B) (#002)57%
  • FAMILIES RETIREMENT PLAN (#001)43%
Total $21.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EDGEWOOD 403(B) (#002)377
  • FAMILIES RETIREMENT PLAN (#001)215
Total 592Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 257 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$89K
  • Life$48K
  • Long-term disability$35K
  • Vision$18K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • KAISER FOUNDATION HEALTH PLAN INC61%
  • SUTTER HEALTH PLAN27%
  • CHINESE COMMUNITY HEALTH PLAN7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • CONCERN EAP1%
  • +1 more
Total $2.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HEFFERNAN INSURANCE BROKERS92%
  • BROWN & BROWN INSURANCE SERVICES8%
  • ABD INS. AND FINANCIAL SVCS., INC.0%
Total $132K3 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

EDGEWOOD 403(B) PLAN

403b

Assets$12.3M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EDGEWOOD CENTER FOR CHILDREN AND FAMILIES RETIREMENT PLAN

TraditionalDB

Assets$9.3M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EDGEWOOD CENTER FOR CHILDREN AND FAMILIES GROUP BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.4M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EDGEWOOD 403(B) PLAN403b$12.3M3772024
001EDGEWOOD CENTER FOR CHILDREN AND FAMILIES RETIREMENT PLANTraditionalDB$9.3M2152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EDGEWOOD CENTER FOR CHILDREN AND FAMILIES GROUP BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$2.4M2572025
Retirement plans
Welfare plans
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