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  2. ALCAL INDUSTRIES, INC.
Sponsor portfolio

ALCAL INDUSTRIES, INC.

EIN 45-0493297-wholesale-Latest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$1.2M premiums
Participants
642
3875 BAY CENTER PLACE - HAYWARD, CA 94545510-751-1637alcalindustries.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$24.8M - 358 part#501Mixed-$1.2M - 280 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Other$142K
  • Life$83K
  • Long-term disability$83K
  • Vision$56K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • CALIFORNIA PHYSICIANS SERVICE44%
  • SUTTER HEALTH PLAN43%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • ABD INS. AND FINANCIAL SVCS., INC.84%
  • WELDON G KERR16%
  • A & AG CONSULTANTS0%
  • MICHELLE ROBERTS0%
  • KEVIN C. MAAS0%
Total $82K5 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

ALCAL INDUSTRIES, INC. 401(K) SAVINGS PLAN AND TRUST

401k

Assets$24.8M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALCAL INDUSTRIES, INC HEALTH AND WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS SERVICE

Premiums$1.2M
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALCAL INDUSTRIES, INC. 401(K) SAVINGS PLAN AND TRUST401k$24.8M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALCAL INDUSTRIES, INC HEALTH AND WELFARE PLANMixedCALIFORNIA PHYSICIANS SERVICE$1.2M2802025
Retirement plans
Welfare plans
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