Sponsor portfolio

COMMUNITY INITIATIVES

EIN 94-3255070non-profit organization managementLatest filing 2025

Plans

Retirement

$19.2M assets

Welfare

$5.1M premiums

Participants

1,003

1000 BROADWAY, SUITE 480 - OAKLAND, CA 94607415-230-7736communityin.orgLinkedIn501-1000 employeesnon-profit organization management

Plans on this EIN

2 filings

#001401k-$19.2M - 746 part #501Fully Insured-$5.1M - 471 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 471 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$4.7M
Prescription drug$4.7M
Dental$200K
Life$120K
Short-term disability$120K
Long-term disability$120K
+2 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

62%top

CALIFORNIA PHYSICIANS SERVICE62%
KAISER FOUNDATION HEALTH PLAN INC32%
METROPOLITAN LIFE INSURANCE COMPANY4%
HARTFORD LIFE AND ACCIDENT2%
VISION SERVICE PLAN1%

Broker market share

Schedule A broker compensation

Split broker

97%top

THE BALDWIN GROUP WEST LLC97%
BURNHAM BENEFITS INSURANCE SERVICES2%
ENROLLEASE1%

Plan deep-dives

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

Retirement#001

SAFE-HARBOR 401(K) PROFIT SHARING PLAN OF COMMUNITY INITIATIVES

401k

Assets$19.2M

Participants746

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501