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Sponsor portfolio

SUPERIOR DUCT FABRICATION

EIN 27-0027867-construction-Latest filing 2025
Plans
3
Retirement
2
$6.4M assets
Welfare
1
$784K premiums
Participants
210
1683 MOUNT VERNON AVE - POMONA, CA 91768909-620-8565sdfab.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$4.6M - 70 part#002CashBalance-$1.8M - 40 part#501Mixed-$784K - 203 lives

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • DUCT FABRICATION 401(K) (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DUCT FABRICATION 401(K) (#001)70
  • CASH BALANCE PLAN (#002)40
Total 110Click row to drill in

Benefits portfolio analytics

1 plan / $784K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$762K
  • Dental$22K
  • Vision$22K
  • Life$22K
  • Short-term disability$22K
  • Other$22K
Total $784K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
Total $784K3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ACRISURE LLC54%
  • AMWINS32%
  • FILICE INSURANCE AGENCY13%
Total $49K3 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

SUPERIOR DUCT FABRICATION 401(K) PLAN

401k

Assets$4.6M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SUPERIOR DUCT FABRICATION CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUPERIOR DUCT FABRICATION WELFARE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$784K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SUPERIOR DUCT FABRICATION 401(K) PLAN401k$4.6M702024
002SUPERIOR DUCT FABRICATION CASH BALANCE PLANCashBalance$1.8M402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUPERIOR DUCT FABRICATION WELFARE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$784K2032025
Retirement plans
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