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Sponsor portfolio

SOUTHWEST BOULDER & STONE, INC.

EIN 33-0812157-building materials-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$568K premiums
Participants
206
5002 2ND STREET - FALLBROOK, CA 92028951-797-7754southwestboulder.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$6.2M - 93 part#501Fully Insured-$568K - 113 lives

Benefits portfolio analytics

1 plan / $568K premiums / 113 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$537K
  • Health$517K
  • Dental$517K
  • Long-term disability$26K
  • Life$6K
  • Vision$5K
Total $568K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • STANDARD INSURANCE COMPANY6%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $568K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DIGITAL INSURANCE LLC93%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $47K2 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

SOUTHWEST BOULDER & STONE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWEST BOULDER & STONE HEALTH PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$568K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST BOULDER & STONE, INC. 401(K) PROFIT SHARING PLAN401k$6.2M932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWEST BOULDER & STONE HEALTH PLANFully InsuredBLUE CROSS OF CALIFORNIA$568K1132025
Retirement plans
Welfare plans
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