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Sponsor portfolio

PLANT/ALLISON CORPORATION

EIN 01-0611050-construction-Latest filing 2025
Plans
2
Retirement
1
$60.3M assets
Welfare
1
$297K premiums
Participants
321
300 NEWHALL STREET - SAN FRANCISCO, CA 94124415-285-0500LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$60.3M - 188 part#505Mixed-$297K - 293 lives

Benefits portfolio analytics

1 plan / $297K premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$182K
  • Vision$182K
  • Life$115K
  • Other$115K
  • Long-term disability$87K
Total $297K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA61%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA29%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
Total $297K3 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • TRUCORDIA INS SVCS LLC39%
  • PROFESSIONAL GROUP PLANS INC28%
  • TRUCORDIA INSURANCE SERVICES LLC24%
  • ANDREINI AND COMPANY6%
  • ARCHON LLC3%
  • +1 more
Total $46K6 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

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN

401k

Assets$60.3M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PLANT/ALLISON CORPORATION HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$297K
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN401k$60.3M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PLANT/ALLISON CORPORATION HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$297K2932025
Retirement plans
Welfare plans
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