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Sponsor portfolio

SPECIALTY CONSTRUCTION, INC.

EIN 77-0443569-construction-Latest filing 2025
Plans
3
Retirement
2
$29.7M assets
Welfare
1
$988K premiums
Participants
305
645 CLARION COURT - SAN LUIS OBISPO, CA 93401805-543-1706specialtyconstruction.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$27.7M - 129 part#002ESOP-$2.0M - 75 part#501Fully Insured-$988K - 238 lives

Retirement portfolio analytics

2 plans aggregated / $29.7M assets / 204 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • INC. RETIREMENT PLAN (#001)93%
  • CONSTRUCTION, INC. ESOP (#002)7%
Total $29.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)129
  • CONSTRUCTION, INC. ESOP (#002)75
Total 204Click row to drill in

Benefits portfolio analytics

1 plan / $988K premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$888K
  • Prescription drug$888K
  • Dental$100K
  • Vision$100K
  • Life$100K
  • Long-term disability$100K
  • +1 more
Total $988K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY10%
Total $988K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $66K1 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

SPECIALTY CONSTRUCTION, INC. RETIREMENT PLAN

401k

Assets$27.7M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SPECIALTY CONSTRUCTION, INC. ESOP

ESOP

Assets$2.0M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPECIALTY CONSTRUCTION, INC. WELFARE HEALTH PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$988K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SPECIALTY CONSTRUCTION, INC. RETIREMENT PLAN401k$27.7M1292025
002SPECIALTY CONSTRUCTION, INC. ESOPESOP$2.0M752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPECIALTY CONSTRUCTION, INC. WELFARE HEALTH PLANFully InsuredBLUE CROSS OF CALIFORNIA$988K2382025
Retirement plans
Welfare plans
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