Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$102K
- Vision$102K
- Other$10K
- Long-term disability$10K
- +1 more
Sponsor portfolioTH
CONARD HOUSE, INC.
EIN 94-1489356mental health careLatest filing 2025
Plans
2
Retirement
1
$7.1M assets
Welfare
1
$1.2M premiums
Participants
362
1385 MISSION STREET, SUITE 200 - SAN FRANCISCO, CA 94103415-864-7833conardhouse.orgLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 124 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- CALIFORNIA CHOICE83%
- PRINCIPAL LIFE INSURANCE COMPANY8%
- CHINESE COMMUNITY HEALTH PLAN7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY1%
- HEALTH AND HUMAN RESOURCE CENTER0%
Broker market share
Schedule A broker compensation
88%top
- HEFFERNAN INSURANCE BROKERS88%
- BROWN & BROWN INSURANCE SERVICES12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONARD HOUSE RETIREMENT PLAN
403b
Assets$7.1M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
CONARD HOUSE, INC. WELFARE BENEFIT PLAN
Fully Insured - CALIFORNIACHOICE
Premiums$1.2M
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONARD HOUSE RETIREMENT PLAN | 403b | $7.1M | 249 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | CONARD HOUSE, INC. WELFARE BENEFIT PLAN | Fully Insured | CALIFORNIACHOICE | $1.2M | 124 | 2025 |
Retirement plans
Welfare plans