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Sponsor portfolio

BAY AREA LEGAL AID

EIN 94-1631316-legal services-Latest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$2.7M premiums
Participants
415
1735 TELEGRAPH AVENUE - OAKLAND, CA 94612510-663-4755baylegal.orgLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filings
#001401k-$19.5M - 280 part#501Fully Insured-$2.7M - 265 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Vision$2.5M
  • Dental$147K
  • Other$98K
  • Life$75K
  • Short-term disability$75K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • KAISER FOUNDATION HEALTH PLAN INC91%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $124K1 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

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BAY AREA LEGAL AID

401k

Assets$19.5M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAY AREA LEGAL AID HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.7M
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF BAY AREA LEGAL AID401k$19.5M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAY AREA LEGAL AID HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.7M2652025
Retirement plans
Welfare plans
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