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Sponsor portfolioTH

BY THE BAY HEALTH

EIN 94-2890791-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$34.2M assets
Welfare
1
$5.8M premiums
Participants
1,161
17 E. SIR FRANCIS DRAKE BLVD - LARKSPUR, CA 94939415-927-2273incaresf.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$34.2M - 621 part#501Fully Insured-$5.8M - 585 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 585 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Prescription drug$5.2M
  • Dental$329K
  • Vision$322K
  • Long-term disability$127K
  • Life$99K
  • +1 more
Total $5.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • KAISER FOUNDATION HEALTH PLAN INC67%
  • UNITEDHEALTHCARE INSURANCE COMPANY23%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
  • TELUS HEALTH (US) LTD.0%
  • +1 more
Total $5.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • EDGEWOOD PARTNERS INSURANCE CENTER99%
  • EDGWOOD PARTNERS INSURANCE CENTER1%
Total $140K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BY THE BAY HEALTH 403(B) PLAN

403b

Assets$34.2M
Participants621
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BY THE BAY HEALTH EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$5.8M
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BY THE BAY HEALTH 403(B) PLAN403b$34.2M6212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BY THE BAY HEALTH EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$5.8M5852025
Retirement plans
Welfare plans
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