Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Vision$23K
- Dental$20K
- Life$20K
- Other$20K
- +1 more
Sponsor portfolio
CARITAS MANAGEMENT CORPORATION
EIN 94-2921688real estateLatest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$1.2M premiums
Participants
365
1358 VALENCIA ST - SAN FRANCISCO, CA 94110415-647-7191caritasmanagement.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 120 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- KAISER FOUNDATION HEALTH PLAN INC95%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
- VISION SERVICE PLAN2%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
- PACIFIC ADVISORS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$4.2M
Participants245
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CARITAS MANAGEMENT CORPORATION HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN
Premiums$1.2M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARITAS MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $4.2M | 245 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARITAS MANAGEMENT CORPORATION HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN | $1.2M | 120 | 2025 |
Retirement plans
Welfare plans