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  2. BAYVIEW SERVICES, INC.
Sponsor portfolio

BAYVIEW SERVICES, INC.

EIN 94-3226187-construction-Latest filing 2025
Plans
3
Retirement
2
$34.8M assets
Welfare
1
$1.2M premiums
Participants
528
6925 SAN LEANDRO STREET - OAKLAND, CA 946213320610-562-6181bayviewservices.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$28.0M - 219 part#001401k-$6.8M - 94 part#501Fully Insured-$1.2M - 215 lives

Retirement portfolio analytics

2 plans aggregated / $34.8M assets / 313 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#002)80%
  • BAYVIEW SERVICES 401(K) (#001)20%
Total $34.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)219
  • BAYVIEW SERVICES 401(K) (#001)94
Total 313Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$87K
  • Vision$87K
  • Life$87K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CALIFORNIA CHOICE92%
  • PRINCIPAL LIFE INSURANCE COMPANY8%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ACRISURE LLC67%
  • REUBEN WARNER ASSOCIATES, INC.28%
  • BROWN & BROWN INSURANCE SERVICES5%
Total $101K3 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

BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.0M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAYVIEW SERVICES 401(K) PLAN

401k

Assets$6.8M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAYVIEW SERVICES, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - CALIFORNIACHOICE

Premiums$1.2M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BAYVIEW SERVICES GROUP EMPLOYEE STOCK OWNERSHIP PLANESOP$28.0M2192025
001BAYVIEW SERVICES 401(K) PLAN401k$6.8M942025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAYVIEW SERVICES, INC. EMPLOYEE BENEFIT PLANFully InsuredCALIFORNIACHOICE$1.2M2152025
Retirement plans
Welfare plans
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