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Sponsor portfolioTH

BUCK INSTITUTE FOR RESEARCH ON AGING

EIN 94-3030609-research-Latest filing 2024
Plans
2
Retirement
1
$46.2M assets
Welfare
1
$1.9M premiums
Participants
592
8001 REDWOOD BOULEVARD - NOVATO, CA 94945415-209-2000buckinstitute.orgLinkedIn51-200 employeesresearch
Plans on this EIN
2 filings
#004401k-$46.2M - 417 part#501Fully Insured-$1.9M - 175 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 175 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$479K
  • Vision$303K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • KAISER FOUNDATION HEALTH PLAN INC74%
  • UNITED HEALTHCARE INSURANCE COMPANY16%
  • DELTA DENTAL OF CALIFORNIA9%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $88K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BUCK INSTITUTE FOR RESEARCH ON AGING 401(K) PLAN

401k

Assets$46.2M
Participants417
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUCK INSTITUTE FOR RESEARCH ON AGING WELFARE BENEFITS

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$1.9M
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004BUCK INSTITUTE FOR RESEARCH ON AGING 401(K) PLAN401k$46.2M4172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUCK INSTITUTE FOR RESEARCH ON AGING WELFARE BENEFITSFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$1.9M1752024
Retirement plans
Welfare plans
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