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Sponsor portfolio

MGD, INC.

EIN 68-0348797-Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$107K premiums
Participants
329
3525 WEST BENJAMIN HOLT DRIVE - STOCKTON, CA 95219209-955-0535
Plans on this EIN
2 filings
#001401k-$10.3M - 161 part#502Mixed-$107K - 168 lives

Benefits portfolio analytics

1 plan / $107K premiums / 168 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$107K
  • Dental$84K
  • Vision$84K
  • Life$84K
Total $107K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • HUMANA INSURANCE COMPANY79%
  • SUN LIFE ASSURANCE COMPANY OF CANADA21%
Total $107K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • INTERWEST INSURANCE SERVICES, LLC75%
  • DOHRMANN INSURANCE AGENCY22%
  • GCG FINANCIAL LLC3%
Total $11K3 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

THE GARIBALDI COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$10.3M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MGD INC. DBA THE GARIBALDI COMPANY HEALTH AND WELFARE BENEFITS PLAN

Mixed - HUMANA INSURANCE COMPANY

Premiums$107K
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE GARIBALDI COMPANY 401(K) PROFIT SHARING PLAN AND TRUST401k$10.3M1612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MGD INC. DBA THE GARIBALDI COMPANY HEALTH AND WELFARE BENEFITS PLANMixedHUMANA INSURANCE COMPANY$107K1682025
Retirement plans
Welfare plans
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