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Sponsor portfolio

BACO REALTY CORPORATION

EIN 94-3113338-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$12.7M assets
Welfare
1
$1.3M premiums
Participants
299
128 KING STREET SUITE 400 - SAN FRANCISCO, CA 94107415-281-3700
Plans on this EIN
2 filings
#001401k-$12.7M - 143 part#501Mixed-$1.3M - 156 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Vision$46K
  • Life$46K
  • Short-term disability$46K
  • Other$46K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • KAISER FOUNDATION HEALTH PLAN INC45%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • ACCESSEHR INSURANCE SERVICES81%
  • REUBEN WARNER ASSOCIATES, INC.19%
Total $77K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BACO REALTY CORPORATION 401K RETIREMENT PLAN

401k

Assets$12.7M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BACO REALTY CORPORATION WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)

Premiums$1.3M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BACO REALTY CORPORATION 401K RETIREMENT PLAN401k$12.7M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BACO REALTY CORPORATION WELFARE PLANMixedCALIFORNIA PHYSICIANS' SERVICE (BLUE SHIELD OF CALIFORNIA)$1.3M1562025
Retirement plans
Welfare plans
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