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Sponsor portfolio

EXECUSHIELD, INC.

EIN 94-3407703-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
1
$804K assets
Welfare
1
$644K premiums
Participants
685
4104 24TH ST. #501 - SAN FRANCISCO, CA 94114650-395-2771
Plans on this EIN
2 filings
#001401k-$804K - 554 part#501Fully Insured-$644K - 136 lives

Benefits portfolio analytics

1 plan / $644K premiums / 136 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$557K
  • Prescription drug$557K
  • Dental$87K
  • Vision$87K
  • Life$87K
  • Other$87K
Total $644K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • KAISER FOUNDATION HEALTH PLAN INC66%
  • SUTTER HEALTH PLAN20%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $644K3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • HEFFERNAN INSURANCE BROKERS61%
  • BROWN & BROWN INSURANCE SERVICES24%
  • RONALD HUPERT13%
  • RONALD HERBERT HUPPERT2%
  • JACK NOVICIO INSURANCE AGENCY INC0%
Total $46K5 slices

Plan deep-dives

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

EXECUSHIELD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$804K
Participants554
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EXECUSHIELD, INC EMPLOYEE BENEFITS PLANS

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$644K
Covered lives136
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EXECUSHIELD, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$804K5542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EXECUSHIELD, INC EMPLOYEE BENEFITS PLANSFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$644K1362024
Retirement plans
Welfare plans
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