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Sponsor portfolio

INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT

EIN 94-2920286-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$1.5M premiums
Participants
651
370 SAN BRUNO WEST - SAN BRUNO, CA 94066650-578-3420LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$21.0M - 501 part#501Fully Insured-$1.5M - 176 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$129K
  • Vision$129K
  • Long-term disability$11K
  • Life$8K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • KAISER FOUNDATION HEALTH PLAN INC83%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • SUTTER HEALTH PLAN7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • SEQUOIA BENEFITS & INS SVCS LLC98%
  • NATIONAL BENEFIT CENTER2%
Total $49K2 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

INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT RETIREMENT PLAN

403b

Assets$21.0M
Participants501
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC. WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.5M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENT RETIREMENT PLAN403b$21.0M5012025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INSTITUTE FOR HUMAN & SOCIAL DEVELOPMENT, INC. WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.5M1762025
Retirement plans
Welfare plans
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