Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Dental$202K
- Vision$202K
- Life$63K
- Long-term disability$63K
- +1 more
Sponsor portfolio
HALL CAPITAL PARTNERS LLC
EIN 94-3098822investment managementLatest filing 2025
Plans
2
Retirement
1
$50.7M assets
Welfare
1
$2.7M premiums
Participants
523
ONE MARITIME PLAZA, SIXTH FLOOR - SAN FRANCISCO, CA 94111415-288-0544hallcapital.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.7M premiums / 172 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- BLUE CROSS OF CALIFORNIA77%
- KAISER FOUNDATION HEALTH PLAN INC13%
- STARMOUNT LIFE INSURANCE COMPANY7%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- SEQUOIA BENEFITS & INS SVCS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HALL CAPITAL PARTNERS LLC 401(K) PLAN
401k
Assets$50.7M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HALL CAPITAL PARTNERS LLC EMPLOYEE BENEFITS PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$2.7M
Covered lives172
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HALL CAPITAL PARTNERS LLC 401(K) PLAN | 401k | $50.7M | 358 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HALL CAPITAL PARTNERS LLC EMPLOYEE BENEFITS PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $2.7M | 172 | 2025 |
Retirement plans
Welfare plans