Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$646K
- Other$39K
- Life$34K
- Dental$32K
- Vision$28K
Filings through .
A.M. Ortega Construction, Inc.
EIN 33-0118336ConstructionLatest filing 2025
Plans
3
Retirement
1
$3.1M assets
Health & Benefits
2
$722K premiums
Participants
418
10125 CHANNEL RD. - LAKESIDE, CA 92040619-390-1988
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $722K premiums / 440 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
A.M. ORTEGA CONSTRUCTION, INC. 401(K) PLAN
401(k)
Assets$3.1M
Participants62
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
A.M. ORTEGA HEALTH & WELFARE PROGRAM
Fully insured - CALIFORNIACHOICE
Premiums$717K
Covered lives220
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
A.M. ORTEGA HEALTH & WELFARE PROGRAM
Fully insured - HOLMAN FAMILY COUNSELING, INC.
Premiums$4K
Covered lives220
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | A.M. ORTEGA CONSTRUCTION, INC. 401(K) PLAN | 401(k) | $3.1M | 62 | 2025 |
- #001 · 401(k) · 202562
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | A.M. ORTEGA HEALTH & WELFARE PROGRAM | Fully insured | CALIFORNIACHOICE | $717K | 220 | 2025 |
| #502 | A.M. ORTEGA HEALTH & WELFARE PROGRAM | Fully insured | HOLMAN FAMILY COUNSELING, INC. | $4K | 220 | 2024 |
- #501 · Fully insured · CALIFORNIACHOICE · 2025220
- #502 · Fully insured · HOLMAN FAMILY COUNSELING, INC. · 2024220
Retirement plans
Health & Benefits plans