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Sponsor portfolio

BILL WILSON CENTER

EIN 94-2221849-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$2.5M premiums
Participants
785
3490 THE ALAMEDA - SANTA CLARA, CA 950504333408-243-0222billwilsoncenter.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#003401k-$10.5M - 575 part#501Fully Insured-$2.5M - 210 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$265K
  • Vision$265K
  • Life$265K
  • Short-term disability$265K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • KAISER FOUNDATION HEALTH PLAN INC82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • SUTTER HEALTH PLAN7%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • HEFFERNAN INSURANCE BROKERS97%
  • WATCHTOWER BENEFITS, LLC3%
Total $154K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BILL WILSON CENTER RETIREMENT PLAN III

401k

Assets$10.5M
Participants575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BILL WILSON CENTER WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.5M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BILL WILSON CENTER RETIREMENT PLAN III401k$10.5M5752025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BILL WILSON CENTER WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.5M2102025
Retirement plans
Welfare plans
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