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Sponsor portfolioTH

B.R. FUNSTEN & COMPANY, INC.

EIN 94-1369591-wholesale-Latest filing 2024
Plans
2
Retirement
1
$19.2M assets
Welfare
1
$1.9M premiums
Participants
285
4104 24TH STREET, P. O. BOX 950 - SAN FRANCISCO, CA 94114415-271-2442LinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$19.2M - 285 part#505Fully Insured-$1.9M - 217 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 217 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Prescription drug$1.8M
  • Life$66K
  • Short-term disability$66K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • STANDARD INSURANCE COMPANY3%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VERUS INSURANCE SERVICES, LLC100%
Total $108K1 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

B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN

401k

Assets$19.2M
Participants285
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

B.R. FUNSTEN & COMPANY WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.9M
Covered lives217
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN401k$19.2M2852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505B.R. FUNSTEN & COMPANY WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.9M2172024
Retirement plans
Welfare plans
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