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Sponsor portfolioTH

SWORDS TO PLOWSHARES

EIN 94-2260626-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.7M assets
Welfare
1
$1.8M premiums
Participants
448
401 VAN NESS AVE, SUITE 313 - SAN FRANCISCO, CA 94102415-252-4788swords-to-plowshares.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$10.7M - 271 part#501Fully Insured-$1.8M - 230 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 230 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Other$340K
  • Dental$259K
  • Vision$259K
  • Life$259K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • PRINCIPAL LIFE INSURANCE COMPANY14%
  • SUTTER HEALTH PLAN7%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
  • CONCERN EAP1%
Total $1.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • PATRIOT GROWTH INSURANCE SERVICES79%
  • CENTERSTONE INSURANCE AND FINANCIAL21%
Total $62K2 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

SWORDS TO PLOWSHARES 403(B) PLAN

403b

Assets$10.7M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SWORDS TO PLOWSHARES HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.8M
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SWORDS TO PLOWSHARES 403(B) PLAN403b$10.7M2712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SWORDS TO PLOWSHARES HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.8M2302025
Retirement plans
Welfare plans
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