Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$177K
- Other$3K
Sponsor portfolio
SELF HELP FOR THE ELDERLY
EIN 94-1750717non-profit organization managementLatest filing 2024
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$1.9M premiums
Participants
859
731 SANSOME ST STE 100 - SAN FRANCISCO, CA 941111725415-677-7600selfhelpelderly.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 320 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- CHINESE COMMUNITY HEALTH PLAN53%
- SUTTER HEALTH PLAN26%
- KAISER FOUNDATION HEALTH PLAN INC11%
- METROPOLITAN LIFE INSURANCE COMPANY9%
- CLAREMONT EAP0%
- +1 more
Broker market share
Schedule A broker compensation
61%top
- FILICE INSURANCE AGENCY61%
- ACRISURE LLC15%
- WELCARE FINANCIAL GROUP13%
- WELLSON CHEUNG12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY
401k
Assets$15.9M
Participants620
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SELF-HELP FOR THE ELDERLY HEALTH & WELFARE PLAN
Mixed - CHINESE COMMUNITY HEALTH PLAN
Premiums$1.9M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY | 401k | $15.9M | 620 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SELF-HELP FOR THE ELDERLY HEALTH & WELFARE PLAN | Mixed | CHINESE COMMUNITY HEALTH PLAN | $1.9M | 320 | 2024 |
Retirement plans
Welfare plans