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  2. MARIO SINACOLA AND SONS EXCAVATING, INC.
Sponsor portfolio

MARIO SINACOLA AND SONS EXCAVATING, INC.

EIN 38-1812253-Construction-Latest filing 2025
Plans
3
Retirement
2
$270.4M assets
Welfare
1
$8.0M premiums
Participants
2,642
10950 RESEARCH ROAD - FRISCO, TX 750332042214-387-3900
Plans on this EIN
3 filings
#002ESOP-$226.3M - 991 part#001401k-$44.1M - 1,113 part#501Fully Insured-$8.0M - 1,185 lives

Retirement portfolio analytics

2 plans aggregated / $270.4M assets / 2,104 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • EMPLOYEE STOCK OWNERSHIP (#002)84%
  • EXCAVATING, INC. 401(K) (#001)16%
Total $270.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXCAVATING, INC. 401(K) (#001)1,113
  • EMPLOYEE STOCK OWNERSHIP (#002)991
Total 2,104Click row to drill in

Benefits portfolio analytics

1 plan / $8.0M premiums / 1,185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Other$604K
  • Life$476K
  • Short-term disability$476K
  • Long-term disability$476K
  • +2 more
Total $8.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • DELTA DENTAL OF CALIFORNIA5%
  • HARTFORD LIFE AND ACCIDENT2%
  • EYEMED VISION CARE1%
Total $8.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $322K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARIO SINACOLA AND SONS EXCAVATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$226.3M
Participants991
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN

401k

Assets$44.1M
Participants1,113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARIO SINACOLA & SONS FLEXIBLE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$8.0M
Covered lives1,185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARIO SINACOLA AND SONS EXCAVATING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$226.3M9912025
001MARIO SINACOLA & SONS EXCAVATING, INC. 401(K) PLAN401k$44.1M1,1132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARIO SINACOLA & SONS FLEXIBLE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$8.0M1,1852024
Retirement plans
Welfare plans
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