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Sponsor portfolioTH

SAN FRANCISCO BALLET ASSOCIATION

EIN 94-1415298-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
3
Retirement
2
$41.3M assets
Welfare
1
$2.6M premiums
Participants
566
455 FRANKLIN STREET - SAN FRANCISCO, CA 94102415-861-5600LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$21.5M - 236 part#003401k-$19.7M - 116 part#501Mixed-$2.6M - 242 lives

Retirement portfolio analytics

2 plans aggregated / $41.3M assets / 352 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • ASSOCIATION RETIREMENT PLAN (#002)52%
  • BALLET AGMA 403(B) (#003)48%
Total $41.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#002)236
  • BALLET AGMA 403(B) (#003)116
Total 352Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$768K
  • Long-term disability$39K
  • Vision$28K
  • Other$25K
  • Life$14K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • AETNA LIFE INSURANCE COMPANY71%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • HARTFORD LIFE AND ACCIDENT2%
  • VISION SERVICE PLAN1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • +2 more
Total $2.6M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $138K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SAN FRANCISCO BALLET ASSOCIATION RETIREMENT PLAN

401k

Assets$21.5M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SAN FRANCISCO BALLET AGMA 403(B) PLAN

401k

Assets$19.7M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN FRANCISCO BALLET WELFARE BENEFIT PLAN

Mixed - AETNA HEALTH, INC.

Premiums$2.6M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SAN FRANCISCO BALLET ASSOCIATION RETIREMENT PLAN401k$21.5M2362025
003SAN FRANCISCO BALLET AGMA 403(B) PLAN401k$19.7M1162025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN FRANCISCO BALLET WELFARE BENEFIT PLANMixedAETNA HEALTH, INC.$2.6M2422025
Retirement plans
Welfare plans
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