Sponsor portfolioTH

BAY SHIP AND YACHT COMPANY

EIN 94-3129531maritimeLatest filing 2025

Plans

Retirement

$36.4M assets

Welfare

$2.7M premiums

Participants

1,221

2900 MAIN STREET, SUITE 2100 - ALAMEDA, CA 94501510-337-9122bay-ship.comLinkedIn201-500 employeesmaritime

Plans on this EIN

3 filings

#001401k-$35.4M - 540 part #002ESOP-$920K - 294 part #501Mixed-$2.7M - 387 lives

Retirement portfolio analytics

2 plans aggregated / $36.4M assets / 834 participants

Assets by plan

Share of aggregate retirement assets

97%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.7M premiums / 387 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$2.6M
Prescription drug$2.6M
Life$85K
Long-term disability$85K
Other$85K
Dental$47K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

67%top

KAISER FOUNDATION HEALTH PLAN INC67%
SUTTER HEALTH PLAN29%
UNUM LIFE INSURANCE COMPANY OF AMERICA3%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%

Broker market share

Schedule A broker compensation

Split broker

99%top

HEFFERNAN INSURANCE BROKERS99%
WATCHTOWER BENEFITS, LLC1%

Plan deep-dives

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

Retirement#001

BAY SHIP & YACHT COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$35.4M

Participants540

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#002

BAY SHIP & YACHT CO. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$920K

Participants294

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501