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Sponsor portfolioTH

BAY AREA COMMUNITY RESOURCES

EIN 94-2346815-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$4.5M premiums
Participants
2,584
171 CARLOS DRIVE - SAN RAFAEL, CA 94903510-559-3007bacr.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$4.5M - 2,018 part#501Fully Insured-$4.5M - 659 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 659 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Prescription drug$3.8M
  • Other$690K
  • Dental$436K
  • Life$436K
  • Long-term disability$436K
  • +1 more
Total $4.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • SUTTER HEALTH PLAN10%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • MODERN HEALTH3%
  • RELIASTAR LIFE INSURANCE COMPANY2%
  • +1 more
Total $4.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • DIGITAL INSURANCE LLC77%
  • MJ INSURANCE8%
  • ENROLLEASE8%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $268K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BAY AREA COMMUNITY RESOURCES 403(B) PLAN

403b

Assets$4.5M
Participants2,018
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAY AREA COMMUNITY RESOURCES HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$4.5M
Covered lives659
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BAY AREA COMMUNITY RESOURCES 403(B) PLAN403b$4.5M2,0182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAY AREA COMMUNITY RESOURCES HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$4.5M6592025
Retirement plans
Welfare plans
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