Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEALTHRIGHT 360
EIN 94-6129071hospital & health careLatest filing 2025
Plans
3
Retirement
2
$32.1M assets
Welfare
1
$15.2M premiums
Participants
3,023
1563 MISSION STREET, SUITE 2001 - SAN FRANCISCO, CA 94103415-518-3673healthright360.orgLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $32.1M assets / 2,042 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.2M premiums / 1,082 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.0M
- Prescription drug$14.0M
- Other$1.1M
- Dental$804K
- Life$247K
- Long-term disability$247K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
54%top
- KAISER FOUNDATION HEALTH PLAN INC54%
- AETNA LIFE INSURANCE COMPANY38%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
- HARTFORD LIFE AND ACCIDENT2%
- VISION SERVICE PLAN1%
- +1 more
Broker market share
Schedule A broker compensation
76%top
- THE BALDWIN GROUP WEST LLC76%
- BURNHAM BENEFITS INSURANCE SERVICES24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HEALTHRIGHT 360 403(B) RETIREMENT PLAN
403b
Assets$24.1M
Participants918
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HEALTHRIGHT 360 PROFIT SHARING PLAN
ProfitSharing
Assets$8.0M
Participants1,124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HEALTHRIGHT 360 HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$15.2M
Covered lives1,082
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEALTHRIGHT 360 403(B) RETIREMENT PLAN | 403b | $24.1M | 918 | 2024 | |
| 001 | HEALTHRIGHT 360 PROFIT SHARING PLAN | ProfitSharing | $8.0M | 1,124 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HEALTHRIGHT 360 HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $15.2M | 1,082 | 2025 |
Retirement plans
Welfare plans