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Sponsor portfolio

MENTAL HEALTH ASSOCIATION OF SAN FRANCISCO

EIN 94-1218623-mental health care-Latest filing 2025
Plans
2
Retirement
1
$954K assets
Welfare
1
$2.2M premiums
Participants
211
870 MARKET ST STE 658 - SAN FRANCISCO, CA 941022923415-421-2926mentalhealthsf.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filings
#001403b-$954K - 66 part#501Fully Insured-$2.2M - 247 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$1.1M
  • Dental$81K
  • Other$49K
  • Long-term disability$27K
  • Life$23K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CALIFORNIA PHYSICIANS SERVICE50%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • EYEMED VISION CARE1%
  • TELUS HEALTH (US) LTD.0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $101K1 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

MHA-SF 403(B) PLAN

403b

Assets$954K
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MENTAL HEALTH ASSOCIATION OF SAN FRANCISCO WRAP BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$2.2M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MHA-SF 403(B) PLAN403b$954K662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MENTAL HEALTH ASSOCIATION OF SAN FRANCISCO WRAP BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$2.2M2472025
Retirement plans
Welfare plans
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