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Sponsor portfolio

H.G. FENTON COMPANY

EIN 46-3827641-real estate-Latest filing 2025
Plans
2
Retirement
1
$58.2M assets
Welfare
1
$3.4M premiums
Participants
631
7577 MISSION VALLEY ROAD, SUITE 200 - SAN DIEGO, CA 92108619-400-0120hgfenton.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#008401k-$58.2M - 358 part#501Fully Insured-$3.4M - 273 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$329K
  • Vision$329K
  • Life$329K
  • Short-term disability$329K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY52%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • MEDIEXCEL HEALTH PLAN2%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ADVOCATE, INC.97%
  • NAVA BENEFITS2%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $12K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

H.G. FENTON COMPANY 401(K) PLAN

401k

Assets$58.2M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

H.G. FENTON COMPANY EMPLOYEE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.4M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
008H.G. FENTON COMPANY 401(K) PLAN401k$58.2M3582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501H.G. FENTON COMPANY EMPLOYEE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.4M2732025
Retirement plans
Welfare plans
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