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Sponsor portfolio

A.M. ORTEGA CONSTRUCTION, INC.

EIN 33-0118336-Construction-Latest filing 2025
Plans
3
Retirement
1
$3.1M assets
Welfare
2
$16K premiums
Participants
460
10125 CHANNEL RD. - LAKESIDE, CA 92040619-390-1988
Plans on this EIN
3 filings
#001401k-$3.1M - 62 part#501Fully Insured-$11K - 178 lives#502Fully Insured-$4K - 220 lives

Benefits portfolio analytics

2 plans / $16K premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$16K
  • Life$11K
Total $16K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA72%
  • HOLMAN FAMILY COUNSELING, INC.28%
Total $16K2 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MCGRIFF INSURANCE SERVICES INC73%
  • ASSUREDPARTNERS28%
  • AMWINS-0%
Total $2K3 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

A.M. ORTEGA CONSTRUCTION, INC. 401(K) PLAN

401k

Assets$3.1M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A.M. ORTEGA HEALTH & WELFARE PROGRAM

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$11K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

A.M. ORTEGA HEALTH & WELFARE PROGRAM

Fully Insured - HOLMAN FAMILY COUNSELING, INC.

Premiums$4K
Covered lives220
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001A.M. ORTEGA CONSTRUCTION, INC. 401(K) PLAN401k$3.1M622025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A.M. ORTEGA HEALTH & WELFARE PROGRAMFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$11K1782024
502A.M. ORTEGA HEALTH & WELFARE PROGRAMFully InsuredHOLMAN FAMILY COUNSELING, INC.$4K2202024
Retirement plans
Welfare plans
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