PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE BAR ASSOCIATION OF SAN FRANCISCO

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 94-0304950

THE BAR ASSOCIATION OF SAN FRANCISCO

50 FREMONT, SUITE 1700 · SAN FRANCISCO, CA 94105
4159821600
Plans filed
1
Years active
2021–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
132
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
THE BAR ASSOCIATION OF SAN FRANCISCO HEALTH & WELFARE PLAN
Fully insured132 covered·5 carriers
Primary: KAISER FOUNDATION HEALTH PLAN INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M44.8%
Prescription drug$1.1M44.8%
Dental$104K4.3%
Other$50K2.1%
Life$42K1.7%
Long-term disability$42K1.7%
Vision$16K0.7%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$612K48.7%1156
SUTTER HEALTH PLAN
EIN 461183948
HRx
$473K37.7%1148
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
D
$104K8.3%1193
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LLTDOth
$50K4.0%14132
VISION SERVICE PLAN
EIN 941632821
V
$16K1.3%1192

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCSAN DIEGO, CAMETROPOLITAN LIFE INSURANCE COMPANY, SUTTER HEALTH PLAN, KAISER FOUNDATION HEALTH PLAN INC., VISION SERVICE PLAN, CIGNA HEALTH AND LIFE INSURANCE COMPANY$68K$1K$69K100.0%1

History & trajectory

5 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica