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Sponsor portfolio

ALLERGY AND ASTHMA MEDICAL GROUP OF THE BAY AREA, INC.

EIN 94-2437825-medical practice-Latest filing 2025
Plans
3
Retirement
2
$16.1M assets
Welfare
1
$413K premiums
Participants
154
370 NORTH WIGET LANE, SUITE 210 - WALNUT CREEK, CA 94598925-464-1867bayareaallergy.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$13.4M - 85 part#001401k-$2.7M - 69 part#501Fully Insured-$413K - 185 lives

Retirement portfolio analytics

2 plans aggregated / $16.1M assets / 154 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN (PLAN 002) (#002)83%
  • SHARING 401K PLAN (#001)17%
Total $16.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN (PLAN 002) (#002)85
  • SHARING 401K PLAN (#001)69
Total 154Click row to drill in

Benefits portfolio analytics

1 plan / $413K premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$366K
  • Prescription drug$366K
  • Dental$47K
  • Vision$47K
  • Life$47K
  • Other$47K
Total $413K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • HEALTH NET57%
  • KAISER FOUNDATION HEALTH PLAN INC32%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $413K3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • GALLAGHER BENEFIT SERVICES, INC.81%
  • AMWINS19%
Total $32K2 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

ALLERGY & ASTHMA MEDICAL GROUP 401(K) PLAN (PLAN 002)

401k

Assets$13.4M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALLERGY AND ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING 401K PLAN

401k

Assets$2.7M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLERGY AND ASTHMA MEDICAL GROUP HEALTH & WELFARE PLAN

Fully Insured - HEALTH NET

Premiums$413K
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLERGY & ASTHMA MEDICAL GROUP 401(K) PLAN (PLAN 002)401k$13.4M852024
001ALLERGY AND ASTHMA MEDICAL GROUP OF THE BAY AREA, INC. PROFIT SHARING 401K PLAN401k$2.7M692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLERGY AND ASTHMA MEDICAL GROUP HEALTH & WELFARE PLANFully InsuredHEALTH NET$413K1852025
Retirement plans
Welfare plans
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