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Sponsor portfolio

SOAPY JOE'S, INC.

EIN 84-3914852-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$870K premiums
Participants
819
11465 WOODSIDE AVENUE - SANTEE, CA 92071619-377-8162
Plans on this EIN
2 filings
#001401k-$2.4M - 602 part#501Fully Insured-$870K - 206 lives

Benefits portfolio analytics

1 plan / $870K premiums / 206 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$769K
  • Prescription drug$769K
  • Dental$55K
  • Long-term disability$20K
  • Life$18K
  • Other$18K
  • +1 more
Total $870K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • SHARP HEALTH PLAN88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY12%
Total $870K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $54K1 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

SOAPY JOE'S 401(K) PLAN

401k

Assets$2.4M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOAPY JOE'S, INC. HEALTH AND WELFARE PLAN

Fully Insured - SHARP HEALTH PLAN

Premiums$870K
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOAPY JOE'S 401(K) PLAN401k$2.4M6022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOAPY JOE'S, INC. HEALTH AND WELFARE PLANFully InsuredSHARP HEALTH PLAN$870K2062025
Retirement plans
Welfare plans
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