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Sponsor portfolio

CONSTRUCTION LOAN SERVICES II, LLC

EIN 83-2780659-banking-Latest filing 2025
Plans
3
Retirement
1
$11.0M assets
Welfare
2
$3.5M premiums
Participants
733
1019 39TH AVE SE STE 220 - PUYALLUP, WA 98374206-267-2650LinkedIn11-50 employeesbanking
Plans on this EIN
3 filings
#001401k-$11.0M - 402 part#502Fully Insured-$3.2M - 424 lives#501Fully Insured-$294K - 336 lives

Benefits portfolio analytics

2 plans / $3.5M premiums / 760 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$241K
  • Vision$241K
  • Short-term disability$241K
  • Long-term disability$241K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • USABLE LIFE2%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HRIS INSURANCE SERVICES92%
  • LOCKTON COMPANIES, LLC7%
  • REGENCE BLUESHIELD OF WASHINGTON1%
Total $136K3 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

CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST

401k

Assets$11.0M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CONSTRUCTION LOAN SERVICES II LLC MEDICAL PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CONSTRUCTION LOAN SERVICES LIFE/AD&D PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$294K
Covered lives336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONSTRUCTION LOAN SERVICES II, LLC RETIREMENT TRUST401k$11.0M4022025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CONSTRUCTION LOAN SERVICES II LLC MEDICAL PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.2M4242025
501CONSTRUCTION LOAN SERVICES LIFE/AD&D PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$294K3362025
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