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Sponsor portfolio

JOSHUA GRADING & EXCAVATING, INC.

EIN 20-0072705-construction-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$1.2M premiums
Participants
215
8450 B WHITE ROAD, PO BOX 292329 - PHELAN, CA 92371760-949-5867joshuagrading.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$2.9M - 104 part#501Mewa-$1.2M - 111 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$131K
  • Vision$131K
  • Life$131K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CALIFORNIA CHOICE89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • ADVANCE BENEFIT SYSTEM INC53%
  • BROWN & BROWN INSURANCE SERVICES27%
  • ADVANCE BENEFIT CENTER INC14%
  • HUB INTERNATIONAL MIDWEST LIMITED6%
Total $116K4 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

JOSHUA GRADING & EXCAVATING 401(K) PLAN

401k

Assets$2.9M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOSHUA GRADING AND EXCAVATING WELFARE BENEFITS PLAN

Mewa - CALIFORNIA CHOICE

Premiums$1.2M
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOSHUA GRADING & EXCAVATING 401(K) PLAN401k$2.9M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOSHUA GRADING AND EXCAVATING WELFARE BENEFITS PLANMewaCALIFORNIA CHOICE$1.2M1112025
Retirement plans
Welfare plans
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