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Sponsor portfolio

SOCAL INDUSTRIES

EIN 57-1220670-construction-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$1.3M premiums
Participants
312
163 SIXTH AVENUE - CITY OF INDUSTRY, CA 91746800-850-8871southerncaliforniasanitat.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$1.8M - 153 part#505Fully Insured-$1.3M - 270 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$186K
  • Other$186K
  • Dental$161K
  • Vision$148K
  • Short-term disability$38K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • KAISER FOUNDATION HEALTH PLAN INC73%
  • HEALTH NET15%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • AFLAC2%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ALEX FERNANDEZ D/B/A AXIS INSURANCE66%
  • REUBEN WARNER ASSOCIATES, INC.16%
  • ALEX THOR FERNANDEZ DBA AXIS15%
  • TABELLO INS SERVICES INC1%
  • JONATHAN ALI HAJIMOMEN1%
  • +3 more
Total $136K8 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

SO CAL SANITATION-401K PLAN

401k

Assets$1.8M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

SOCAL INDUSTRIES HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.3M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SO CAL SANITATION-401K PLAN401k$1.8M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505SOCAL INDUSTRIES HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.3M2702025
Retirement plans
Welfare plans
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