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  1. Companies/
  2. PORTERVILLE CITRUS, INC.
Sponsor portfolioTH

PORTERVILLE CITRUS, INC.

EIN 77-0312943-packaging and containers-Latest filing 2025
Plans
2
Retirement
1
$301.0M assets
Welfare
1
$2.7M premiums
Participants
892
9289 CLEMENS ROAD, PO BOX 10180 - TERRA BELLA, CA 92370559-568-0880portervillecitrus.comLinkedIn201-500 employeespackaging and containers
Plans on this EIN
2 filings
#001ESOP-$301.0M - 510 part#501Mixed-$2.7M - 595 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 595 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Life$2.6M
  • Prescription drug$2.6M
  • Other$2.6M
  • Vision$19K
Total $2.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $92K1 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

PORTERVILLE CITRUS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$301.0M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PORTERVILLE CITRUS, INC. HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PORTERVILLE CITRUS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$301.0M5102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PORTERVILLE CITRUS, INC. HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.7M5952025
Retirement plans
Welfare plans
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