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  2. RICE SERVICES, INC.
Sponsor portfolio

RICE SERVICES, INC.

EIN 26-3765769-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$30.1M assets
Welfare
1
$2.6M premiums
Participants
2,195
P.O. BOX 309 - CORONA, CA 928780309951-667-4220
Plans on this EIN
3 filings
#001ESOP-$24.2M - 710 part#002401k-$5.9M - 772 part#501Fully Insured-$2.6M - 807 lives

Retirement portfolio analytics

2 plans aggregated / $30.1M assets / 1,482 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#001)80%
  • SERVICES, INC. 401(K) (#002)20%
Total $30.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#002)772
  • EMPLOYEE STOCK OWNERSHIP (#001)710
Total 1,482Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 807 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$244K
  • Short-term disability$230K
  • Other$230K
  • Vision$222K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • ROCKY MOUNTAIN HOSPITAL AND MEDICAL SERVICE, INC.12%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • AETNA LIFE INSURANCE COMPANY6%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
  • +1 more
Total $2.6M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • USI INSURANCE SERVICES LLC96%
  • AMWINS3%
  • CHARNINA INIGO0%
  • CHARINA INIGO0%
  • JONATHAN ALI HAJIMOMEN0%
  • +3 more
Total $168K8 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

RICE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.2M
Participants710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RICE SERVICES, INC. 401(K) PLAN

401k

Assets$5.9M
Participants772
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICE SERVICES INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.6M
Covered lives807
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RICE SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.2M7102025
002RICE SERVICES, INC. 401(K) PLAN401k$5.9M7722025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICE SERVICES INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.6M8072024
Retirement plans
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