Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$869K
- Vision$127K
- Life$127K
- Long-term disability$127K
Filings through .
Coordinated Resources, Inc. of San Francisco
EIN 94-3007281Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$19.8M assets
Health & Benefits
1
$1.3M premiums
Participants
221
585 HOWARD STREET - SAN FRANCISCO, CA 94105415-989-0773
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.3M premiums / 95 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
COORDINATED RESOURCES, INC. OF SAN FRANCISCO SALARY SAVINGS PLAN
401(k)
Assets$19.8M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HEALTH AND WELFARE PLAN
Fully insured - CALIFORNIA PHYSICIANS' SERVICES
Premiums$1.3M
Covered lives95
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | COORDINATED RESOURCES, INC. OF SAN FRANCISCO SALARY SAVINGS PLAN | 401(k) | $19.8M | 125 | 2025 |
- #001 · 401(k) · 2025125
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HEALTH AND WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS' SERVICES | $1.3M | 95 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS' SERVICES · 202595
Retirement plans
Health & Benefits plans