Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$13.5M
- Prescription drug$13.5M
- Dental$721K
- Long-term disability$665K
- Other$523K
- Life$494K
- +1 more
Sponsor portfolio
DODGE & COX
EIN 94-1441976investment managementLatest filing 2025
Plans
2
Retirement
1
$355.8M assets
Welfare
1
$15.5M premiums
Participants
780
555 CALIFORNIA STREET, 40TH FLOOR - SAN FRANCISCO, CA 94104415-981-1710dodgeandcox.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $15.5M premiums / 1,032 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- ANTHEM LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
- CLAREMONT EAP0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
DODGE & COX PROFIT SHARING PLAN
401k
Assets$355.8M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
DODGE & COX HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$15.5M
Covered lives1,032
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DODGE & COX PROFIT SHARING PLAN | 401k | $355.8M | 391 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | DODGE & COX HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $15.5M | 1,032 | 2025 |
Retirement plans
Welfare plans