Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.2M
- Other$552K
- Life$410K
- Short-term disability$410K
- Long-term disability$410K
- +2 more
Sponsor portfolioTH
PROPHET BRAND STRATEGY INC.
EIN 94-3188022Latest filing 2025
Plans
2
Retirement
1
$72.9M assets
Welfare
1
$4.1M premiums
Participants
877
ONE BUSH STREET, 7TH FLOOR - SAN FRANCISCO, CA 94104804-325-8928
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.1M premiums / 307 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- UNITEDHEALTHCARE INSURANCE COMPANY75%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- STARMOUNT LIFE INSURANCE COMPANY8%
- KAISER FOUNDATION HEALTH PLAN INC3%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
87%top
- THE BALDWIN GROUP WEST LLC87%
- DAVID J MCCLELLAN12%
- ARMFIELD HARRISON & THOMAS1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PROPHET BRAND STRATEGY 401(K) PLAN
401k
Assets$72.9M
Participants562
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROPHET, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.1M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROPHET BRAND STRATEGY 401(K) PLAN | 401k | $72.9M | 562 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROPHET, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.1M | 307 | 2025 |
Retirement plans
Welfare plans