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  2. ALLIED EXHAUST SYSTEMS, INC.
Sponsor portfolio

ALLIED EXHAUST SYSTEMS, INC.

EIN 68-0136255-Wholesale Trade-Latest filing 2024
Plans
3
Retirement
2
$39.6M assets
Welfare
1
$2.0M premiums
Participants
618
4830 BUSINESS CENTER DRIVE STE 140 - FAIRFIELD, CA 94534707-674-6099
Plans on this EIN
3 filings
#003ESOP-$34.4M - 216 part#002401k-$5.2M - 226 part#501Fully Insured-$2.0M - 169 lives

Retirement portfolio analytics

2 plans aggregated / $39.6M assets / 442 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#003)87%
  • PROFIT SHARING PLAN (#002)13%
Total $39.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)226
  • EMPLOYEE STOCK OWNERSHIP (#003)216
Total 442Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$1.7M
  • Other$389K
  • Life$386K
  • Dental$236K
  • Vision$236K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • CALIFORNIA PHYSICIANS SERVICE69%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • NFP INSURANCE SERVICES INC90%
  • GALLAGHER BENEFIT SERVICES, INC.5%
  • HUD INTERNATIONAL NE LTD4%
  • VERUS INSURANCE SERVICES, LLC1%
  • TERRI A. MENDEZ0%
Total $117K5 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

ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$34.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALLIED EXHAUST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$5.2M
Participants226
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALLIED EXHAUST, INC. HEALTH & WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICES

Premiums$2.0M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ALLIED EXHAUST SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$34.4M2162024
002ALLIED EXHAUST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN401k$5.2M2262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALLIED EXHAUST, INC. HEALTH & WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICES$2.0M1692024
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