Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Other$638K
- Dental$618K
- Vision$618K
- Life$618K
- +2 more
Sponsor portfolioTH
INSTITUTE ON AGING
EIN 94-2978977hospital & health careLatest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$4.4M premiums
Participants
1,697
3575 GEARY BLVD - SAN FRANCISCO, CA 94118415-750-4111ioaging.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.4M premiums / 555 covered livesCarrier market share
Premium dollars by Schedule A carrier
50%top
- KAISER FOUNDATION HEALTH PLAN INC50%
- UNITEDHEALTHCARE INSURANCE COMPANY35%
- UNITED OF OMAHA LIFE INSURANCE COMPANY14%
- CONCERN EAP0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
INSTITUTE ON AGING 403(B) PLAN
403b
Assets$21.0M
Participants1,130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
INSTITUTE ON AGING HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$4.4M
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | INSTITUTE ON AGING 403(B) PLAN | 403b | $21.0M | 1,130 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | INSTITUTE ON AGING HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $4.4M | 555 | 2025 |
Retirement plans
Welfare plans