PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MURRIETA DEVELOPMENT CO., INC.
Sponsor portfolio

MURRIETA DEVELOPMENT CO., INC.

EIN 33-0313238-Utilities-Latest filing 2024
Plans
3
Retirement
2
$10.9M assets
Welfare
1
$881K premiums
Participants
523
42540 RIO NEDO - TEMECULA, CA 92590951-719-1680LinkedIn1-10 employees
Plans on this EIN
3 filings
#001401k-$6.4M - 180 part#002OtherDC-$4.5M - 226 part#501Mixed-$881K - 117 lives

Retirement portfolio analytics

2 plans aggregated / $10.9M assets / 406 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#001)59%
  • WAGE RETIREMENT PLAN (#002)41%
Total $10.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY100%
Total $10.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WAGE RETIREMENT PLAN (#002)226
  • PROFIT SHARING PLAN (#001)180
Total 406Click row to drill in

Benefits portfolio analytics

1 plan / $881K premiums / 117 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $881K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ROGER D. GROVES71%
  • REUBEN WARNER ASSOCIATES, INC.29%
Total $62K2 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

MURRIETA DEVELOPMENT CO., INC.401(K) PROFIT SHARING PLAN

401k

Assets$6.4M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLAN

OtherDC

Assets$4.5M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MURRIETA DEVELOPMENT CO., INC. GROUP HEALTH PLAN

Mixed - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$881K
Covered lives117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MURRIETA DEVELOPMENT CO., INC.401(K) PROFIT SHARING PLAN401k$6.4M1802024
002MURRIETA DEVELOPMENT CO., INC. PREVAILING WAGE RETIREMENT PLANOtherDC$4.5M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MURRIETA DEVELOPMENT CO., INC. GROUP HEALTH PLANMixedANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$881K1172024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica