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Sponsor portfolio

LIMONEIRA COMPANY

EIN 77-0260692-farming-Latest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$209K premiums
Participants
469
1141 CUMMINGS ROAD - SANTA PAULA, CA 93060805-525-5541limoneira.comLinkedIn201-500 employeesfarming
Plans on this EIN
2 filings
#003401k-$26.4M - 291 part#501Mixed-$209K - 203 lives

Benefits portfolio analytics

1 plan / $209K premiums / 203 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$201K
  • Prescription drug$201K
  • Other$4K
  • Vision$3K
  • Life$2K
Total $209K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • KAISER FOUNDATION HEALTH PLAN INC96%
  • VISION SERVICE PLAN2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • SUN LIFE ASSURANCE COMPANY OF CANADA1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY0%
Total $209K5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • MCCLEMENTS INSURANCE SERVICES LLC0%
Total $12K2 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

LIMONEIRA 401(K) PLAN

401k

Assets$26.4M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LIMONEIRA WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$209K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LIMONEIRA 401(K) PLAN401k$26.4M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LIMONEIRA WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC$209K2032025
Retirement plans
Welfare plans
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