Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$75K
- Vision$75K
- Life$75K
- Other$75K
Sponsor portfolio
SERVICE BY MEDALLION
EIN 94-2537238facilities servicesLatest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$1.1M premiums
Participants
279
455 NATIONAL AVENUE - MOUNTAIN VIEW, CA 940432219650-625-1010servicebymedallion.comLinkedIn501-1000 employeesfacilities services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 108 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- BLUE CROSS OF CALIFORNIA65%
- KAISER FOUNDATION HEALTH PLAN INC29%
- HUMANA INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
50%top
- CBIZ BENEFITS & INSURANCE SERVICES50%
- ABD INS. AND FINANCIAL SVCS., INC.27%
- REUBEN WARNER ASSOCIATES, INC.22%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SERVICE BY MEDALLION 401(K) & RETIREMENT PLAN
401k
Assets$14.0M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SERVICE BY MEDALLION HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.1M
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SERVICE BY MEDALLION 401(K) & RETIREMENT PLAN | 401k | $14.0M | 163 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SERVICE BY MEDALLION HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.1M | 108 | 2025 |
Retirement plans
Welfare plans