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Sponsor portfolio

OLTMANS COMPANIES

EIN 47-3698702-construction-Latest filing 2025
Plans
2
Retirement
1
$92.8M assets
Welfare
1
$2.9M premiums
Participants
352
10005 MISSION MILL ROAD - WHITTIER, CA 906011739562-948-4242LinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$92.8M - 212 part#510Fully Insured-$2.9M - 262 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 262 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$125K
  • Life$122K
  • Other$122K
  • Short-term disability$98K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • UNITED CONCORDIA INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • ANTHEM LIFE INSURANCE COMPANY0%
Total $2.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • IMA, INC.1%
Total $162K2 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

OLTMANS COMPANIES PROFIT SHARING PLAN

401k

Assets$92.8M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

OLTMANS COMPANIES HEALTH AND WELFARE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.9M
Covered lives262
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLTMANS COMPANIES PROFIT SHARING PLAN401k$92.8M2122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510OLTMANS COMPANIES HEALTH AND WELFARE PLANFully InsuredAETNA HEALTH, INC.$2.9M2622025
Retirement plans
Welfare plans
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