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Sponsor portfolio

HAMILTON FAMILIES

EIN 94-3055602-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$1.4M premiums
Participants
200
PO BOX 40370 - SAN FRANCISCO, CA 94140415-409-2100hamiltonfamilies.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#002403b-$1.8M - 92 part#501Fully Insured-$1.4M - 143 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 143 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$66K
  • Other$41K
  • Life$32K
  • Long-term disability$20K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • SUTTER HEALTH PLAN14%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • FILICE INSURANCE AGENCY93%
  • ACRISURE LLC7%
Total $78K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HAMILTON FAMILIES 403(B) PLAN

403b

Assets$1.8M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAMILTON FAMILIES WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.4M
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HAMILTON FAMILIES 403(B) PLAN403b$1.8M922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAMILTON FAMILIES WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.4M1432024
Retirement plans
Welfare plans
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