PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ACT FULFILLMENT, INC
Sponsor portfolioTH

ACT FULFILLMENT, INC

EIN 45-3809718-logistics and supply chain-Latest filing 2025
Plans
3
Retirement
2
$13.3M assets
Welfare
1
$1.1M premiums
Participants
606
3155 UNIVERSE DRIVE - JURUPA VALLEY, CA 91752909-930-9083actfulfillment.comLinkedIn201-500 employeeslogistics and supply chain
Plans on this EIN
3 filings
#003ESOP-$10.6M - 301 part#001401k-$2.7M - 174 part#501Fully Insured-$1.1M - 135 lives

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 475 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#003)80%
  • PROFIT SHARING PLAN (#001)20%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)301
  • PROFIT SHARING PLAN (#001)174
Total 475Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$765K
  • Vision$765K
  • Life$58K
  • Short-term disability$58K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • BLUE CROSS OF CALIFORNIA67%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • IMA, INC.67%
  • MARSH & MCLENNAN AGENCY LLC28%
  • HUB INTERNATIONAL MIDWEST LIMITED3%
  • CENTRO BENEFITS RESEARCH LLC2%
  • WHITEBOARD RISK & INS. SOLU., LLC-0%
Total $72K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ACT FULFILLMENT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.6M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ACT FULFILLMENT, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.7M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ACT FULFILLMENT, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.1M
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ACT FULFILLMENT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.6M3012024
001ACT FULFILLMENT, INC. 401(K) PROFIT SHARING PLAN401k$2.7M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ACT FULFILLMENT, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.1M1352025
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