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Sponsor portfolio

PETERSON BROTHERS CONSTRUCTION INC

EIN 33-0081771-construction-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$1.4M premiums
Participants
651
2929 E WHITE STAR AVE - ANAHEIM, CA 92806714-989-2934LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001ESOP-$18.8M - 511 part#501Fully Insured-$1.4M - 213 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$240K
  • Dental$182K
  • Vision$182K
  • Life$182K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • AETNA LIFE INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • ARMADACARE4%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • DIGITAL INSURANCE LLC98%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $127K2 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

PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.8M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETERSON BROTHERS CONSTRUCTION INC. HEALTHCARE

Fully Insured - AETNA HEALTH, INC.

Premiums$1.4M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON BROTHERS CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$18.8M5112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETERSON BROTHERS CONSTRUCTION INC. HEALTHCAREFully InsuredAETNA HEALTH, INC.$1.4M2132025
Retirement plans
Welfare plans
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