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Sponsor portfolio

COLLEGE TRACK

EIN 94-3279613-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$956K premiums
Participants
567
483 9TH STREET, SUITE 200 - OAKLAND, CA 94607510-834-3295collegetrack.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$10.3M - 325 part#502Mixed-$956K - 239 lives

Benefits portfolio analytics

1 plan / $956K premiums / 239 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$912K
  • Health$718K
  • Prescription drug$718K
  • Life$194K
  • Short-term disability$194K
  • Long-term disability$194K
  • +1 more
Total $956K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • KAISER FOUNDATION HEALTH PLAN INC75%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
  • VISION SERVICE PLAN5%
Total $956K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $61K1 slice

Plan deep-dives

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

COLLEGE TRACK 401(K)

401k

Assets$10.3M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE COLLEGE TRACK EMPLOYEE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$956K
Covered lives239
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLEGE TRACK 401(K)401k$10.3M3252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE COLLEGE TRACK EMPLOYEE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$956K2392025
Retirement plans
Welfare plans
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