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Sponsor portfolio

HOOD & STRONG LLP

EIN 94-1254756-accounting-Latest filing 2025
Plans
2
Retirement
1
$56.2M assets
Welfare
1
$1.2M premiums
Participants
275
275 BATTERY STREET, SUITE 900 - SAN FRANCISCO, CA 94111415-781-0793hoodstrong.comLinkedIn51-200 employeesaccounting
Plans on this EIN
2 filings
#001401k-$56.2M - 167 part#501Fully Insured-$1.2M - 107 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$109K
  • Vision$109K
  • Life$75K
  • Short-term disability$75K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • KAISER FOUNDATION HEALTH PLAN INC46%
  • BLUE CROSS OF CALIFORNIA38%
  • SUN LIFE ASSURANCE COMPANY OF CANADA15%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • MARSH & MCLENNAN AGENCY LLC75%
  • APPLIED BENEFITS INC13%
  • REUBEN WARNER ASSOCIATES, INC.12%
Total $86K3 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

HOOD & STRONG 401(K) PLAN

401k

Assets$56.2M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOOD & STRONG LLP HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.2M
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOOD & STRONG 401(K) PLAN401k$56.2M1672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOOD & STRONG LLP HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.2M1072025
Retirement plans
Welfare plans
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