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Sponsor portfolio

CURTIN MARITIME

EIN 33-0781701-maritime-Latest filing 2025
Plans
3
Retirement
2
$12.0M assets
Welfare
1
$4.9M premiums
Participants
1,337
725 PIER T AVE. - LONG BEACH, CA 90802562-983-7257curtinmaritime.comLinkedIn201-500 employeesmaritime
Plans on this EIN
3 filings
#001401k-$10.3M - 433 part#002MoneyPurchase-$1.7M - 450 part#501Fully Insured-$4.9M - 741 lives

Retirement portfolio analytics

2 plans aggregated / $12.0M assets / 883 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN & TRUST (#001)86%
  • PREVAILING WAGE PLAN (#002)14%
Total $12.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
86%top
  • LPL FINANCIAL86%
  • (Not disclosed)14%
Total $12.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PREVAILING WAGE PLAN (#002)450
  • PLAN & TRUST (#001)433
Total 883Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Other$497K
  • Life$357K
  • Dental$297K
  • Vision$297K
  • +1 more
Total $4.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CALIFORNIA PHYSICIANS SERVICE89%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • AFLAC3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $4.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • BRYSON INSURANCE AGENCY INC.85%
  • SABRINA TAYLOR WARREN5%
  • PROFESSIONAL GROUP PLANS INC4%
  • ARCHON LLC2%
  • JEREMY M EANES1%
  • +3 more
Total $356K8 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

CURTIN MARITIME 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$10.3M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CURTIN MARITIME CORP. PREVAILING WAGE PLAN

MoneyPurchase

Assets$1.7M
Participants450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURTIN MARITIME WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$4.9M
Covered lives741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CURTIN MARITIME 401(K) PROFIT SHARING PLAN & TRUST401k$10.3M4332024
002CURTIN MARITIME CORP. PREVAILING WAGE PLANMoneyPurchase$1.7M4502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURTIN MARITIME WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$4.9M7412025
Retirement plans
Welfare plans
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