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Filings through Oct 24, 2026.

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B.R. Funsten & Company, Inc.

EIN 94-1369591-wholesale-Latest filing 2024
Plans
2
Retirement
1
$19.2M assets
Health & Benefits
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
#001401(k)-$19.2M - 285 part#505Fully insured-$1.9M - 217 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$19.2M
Participants285
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

B.R. FUNSTEN & COMPANY WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$1.9M
Covered lives217
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN401(k)$19.2M2852024
  • B.R. FUNSTEN & COMPANY, INC 401(K) PROFIT SHARING PLAN$19.2M
    #001 · 401(k) · 2024285

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505B.R. FUNSTEN & COMPANY WELFARE BENEFIT PLANFully insuredBLUE CROSS OF CALIFORNIA$1.9M2172024
  • B.R. FUNSTEN & COMPANY WELFARE BENEFIT PLAN$1.9M
    #505 · Fully insured · BLUE CROSS OF CALIFORNIA · 2024217
Retirement plans
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