Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TOOLWORKS, INC.
EIN 94-2493384non-profit organization managementLatest filing 2025
Plans
4
Retirement
3
$5.0M assets
Welfare
1
$2.1M premiums
Participants
956
25 KEARNY STREET, SUITE 400 - SAN FRANCISCO, CA 94108415-733-0990toolworks.orgLinkedIn201-500 employeesnon-profit organization management
Retirement portfolio analytics
3 plans aggregated / $5.0M assets / 789 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 167 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Other$2.1M
Carrier market share
Premium dollars by Schedule A carrier
100%top
- KAISER FOUNDATION HEALTH PLAN INC100%
Broker market share
Schedule A broker compensation
100%top
- NAC INSURANCE ADMINISTRATION CORPOR100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TOOLWORKS, INC. 401(K) PLAN
401k
Assets$2.8M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE TOOLWORKS, INC. MONEY PURCHASE PLAN & TRUST
MoneyPurchase
Assets$1.7M
Participants382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
TOOLWORKS, INC. 403(B) PLAN
ProfitSharing
Assets$511K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOOLWORKS, INC. WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.1M
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TOOLWORKS, INC. 401(K) PLAN | 401k | $2.8M | 403 | 2024 | |
| 001 | THE TOOLWORKS, INC. MONEY PURCHASE PLAN & TRUST | MoneyPurchase | $1.7M | 382 | 2025 | |
| 004 | TOOLWORKS, INC. 403(B) PLAN | ProfitSharing | $511K | 4 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOOLWORKS, INC. WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.1M | 167 | 2025 |
Retirement plans
Welfare plans