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Sponsor portfolio

BAYWELL HEALTH

EIN 94-1667294-Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$1.9M premiums
Participants
288
700 ADELINE STREET - OAKLAND, CA 94607510-835-9610
Plans on this EIN
2 filings
#001ProfitSharing-$6.6M - 160 part#501Fully Insured-$1.9M - 192 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$80K
  • Other$16K
  • Vision$14K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • COVERED CALIFORNIA94%
  • DELTA DENTAL OF CALIFORNIA4%
  • LANDMARK HEALTHPLAN1%
  • VISION SERVICE PLAN1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • SARA MATTSON95%
  • NAC INSURANCE ADMINISTRATION CORPOR2%
  • CALNONPROFITS INSURANCE SERVICES2%
  • DUBLIN INSURANCE SERVICES, INC.1%
Total $96K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE WEST OAKLAND HEALTH COUNCIL RETIREMENT SAVINGS PLAN

ProfitSharing

Assets$6.6M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAYWELL HEALTH HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - COVERED CA FOR SMALL BUSINESS

Premiums$1.9M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE WEST OAKLAND HEALTH COUNCIL RETIREMENT SAVINGS PLANProfitSharing$6.6M1602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAYWELL HEALTH HEALTH AND WELFARE BENEFIT PLANFully InsuredCOVERED CA FOR SMALL BUSINESS$1.9M1922025
Retirement plans
Welfare plans
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