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Sponsor portfolioTH

FREMONT GROUP MANAGEMENT LLC

EIN 94-3342356-Latest filing 2025
Plans
2
Retirement
1
$102.8M assets
Welfare
1
$4.9M premiums
Participants
452
405 HOWARD STREET, 2ND FLOOR - SAN FRANCISCO, CA 94105415-284-8500
Plans on this EIN
2 filings
#001401k-$102.8M - 290 part#507Fully Insured-$4.9M - 521 lives

Benefits portfolio analytics

1 plan / $4.9M premiums / 521 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.1M
  • Prescription drug$4.1M
  • Other$482K
  • Life$430K
  • Short-term disability$430K
  • Long-term disability$430K
  • +2 more
Total $4.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • AETNA LIFE INSURANCE COMPANY71%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY5%
  • SPRING HEALTH1%
  • +2 more
Total $4.9M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $242K1 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

FREMONT GROUP RETIREMENT PLAN

401k

Assets$102.8M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

FREMONT GROUP MANAGEMENT LLC HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$4.9M
Covered lives521
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FREMONT GROUP RETIREMENT PLAN401k$102.8M2902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507FREMONT GROUP MANAGEMENT LLC HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$4.9M5212025
Retirement plans
Welfare plans
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