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
Sponsor portfolio
COORDINATED RESOURCES, INC OF SAN FRANCISCO
EIN 94-3007281Latest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.3M premiums
Participants
240
585 HOWARD ST - SAN FRANCISCO, CA 94105415-989-0773
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 95 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- CALIFORNIA PHYSICIANS SERVICE57%
- KAISER FOUNDATION HEALTH PLAN INC34%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
95%top
- EDGEWOOD PARTNERS INSURANCE CENTER95%
- BEERE & PURVES INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COORDINATED RESOURCES, INC. OF SAN FRANCISCO SALARY SAVINGS PLAN
401k
Assets$17.5M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS' SERVICES
Premiums$1.3M
Covered lives95
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COORDINATED RESOURCES, INC. OF SAN FRANCISCO SALARY SAVINGS PLAN | 401k | $17.5M | 144 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICES | $1.3M | 95 | 2025 |
Retirement plans
Welfare plans