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Sponsor portfolio

PENINSULA FAMILY SERVICE

EIN 94-1186169-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$2.1M premiums
Participants
358
24 SECOND AVENUE - SAN MATEO, CA 94401650-403-4300peninsulafamilyservice.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$6.8M - 220 part#501Fully Insured-$2.1M - 159 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$174K
  • Other$71K
  • Life$44K
  • Long-term disability$35K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • SUTTER HEALTH PLAN19%
  • STANDARD INSURANCE COMPANY14%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • HEFFERNAN INSURANCE BROKERS93%
  • ABD INS. AND FINANCIAL SVCS., INC.5%
  • BRIAN DRUMMOND2%
Total $80K3 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

PENINSULA FAMILY SERVICE 403(B) PLAN

403b

Assets$6.8M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENINSULA FAMILY SERVICE WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.1M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENINSULA FAMILY SERVICE 403(B) PLAN403b$6.8M2202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENINSULA FAMILY SERVICE WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.1M1592025
Retirement plans
Welfare plans
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