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SHARTSIS FRIESE LLP

EIN 94-2288901-law practice-Latest filing 2025
Plans
4
Retirement
3
$163.9M assets
Welfare
1
$2.8M premiums
Participants
361
JENNY V. BALIGAR, 425 MARKET STREET, 11TH FLOOR - SAN FRANCISCO, CA 94105415-421-6500sflaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#009401k-$137.4M - 144 part#021CashBalance-$22.2M - 61 part#011401k-$4.2M - 35 part#501Fully Insured-$2.8M - 196 lives

Retirement portfolio analytics

3 plans aggregated / $163.9M assets / 240 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • LLP PROFIT SHARING/401(K) (#009)84%
  • CASH BALANCE PENSION (#021)14%
  • LLP ASSOCIATES 401(K) (#011)3%
Total $163.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • THE VANGUARD GROUP, INC.84%
  • (Not disclosed)16%
Total $163.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP PROFIT SHARING/401(K) (#009)144
  • CASH BALANCE PENSION (#021)61
  • LLP ASSOCIATES 401(K) (#011)35
Total 240Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Life$145K
  • Long-term disability$145K
  • Other$145K
  • Dental$123K
  • +1 more
Total $2.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • CALIFORNIA PHYSICIANS SERVICE46%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
Total $2.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • ALLIANT INSURANCE SERVICES, INC.82%
  • CHRISTOPHER A HAMMETT17%
  • IMG0%
Total $154K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN

401k

Assets$137.4M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#021

SHARTSIS FRIESE LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$22.2M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

SHARTSIS FRIESE LLP ASSOCIATES 401(K) PLAN

401k

Assets$4.2M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHARTSIS FRIESE LLP HEALTH WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.8M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
009SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN401k$137.4M1442024
021SHARTSIS FRIESE LLP CASH BALANCE PENSION PLANCashBalance$22.2M612024
011SHARTSIS FRIESE LLP ASSOCIATES 401(K) PLAN401k$4.2M352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHARTSIS FRIESE LLP HEALTH WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.8M1962025
Retirement plans
Welfare plans
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