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Sponsor portfolio

PHILLIPS FARMS

EIN 68-0466748-farming-Latest filing 2025
Plans
2
Retirement
1
$14.5M assets
Welfare
1
$32K premiums
Participants
276
4580 WEST HIGHWAY 12 - LODI, CA 95242209-263-3094LinkedIn51-200 employeesfarming
Plans on this EIN
2 filings
#001401k-$14.5M - 206 part#501Fully Insured-$32K - 121 lives

Benefits portfolio analytics

1 plan / $32K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$19K
  • Other$19K
  • Long-term disability$14K
Total $32K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
Total $32K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $4K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHILLIPS FARMS, LLC 401(K) PLAN

401k

Assets$14.5M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS FARMS LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA LIFE & HEALTH

Premiums$32K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS FARMS, LLC 401(K) PLAN401k$14.5M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS FARMS LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE SHIELD OF CALIFORNIA LIFE & HEALTH$32K1212025
Retirement plans
Welfare plans
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