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Sponsor portfolio

ALJO ENTERPRISES, INC.

EIN 86-0773684-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$336K premiums
Participants
228
800 E. WETMORE RD., SUITE 230 - TUCSON, AZ 85719520-746-3383
Plans on this EIN
2 filings
#001401k-$1.8M - 104 part#501Fully Insured-$336K - 124 lives

Benefits portfolio analytics

1 plan / $336K premiums / 124 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$299K
  • Dental$288K
  • Prescription drug$288K
  • Other$31K
  • Life$30K
  • Short-term disability$30K
  • +2 more
Total $336K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • TRANSAMERICA LIFE INSURANCE COMPANY3%
  • AMERITAS LIFE INSURANCE CORP.2%
  • HEALTHIEST YOU0%
Total $336K5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • AMWINS5%
  • HUB INTERNATIONAL MIDWEST LIMITED2%
  • PERFORMANCE INSURANCE BENEFITS1%
  • ASSUREDPARTNERS1%
  • +1 more
Total $31K6 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

ALJO ENTERPRISES RETIREMENT PLAN

401k

Assets$1.8M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALJO ENTERPRISES, INC. ALJO ENTERPRISES, INC

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$336K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALJO ENTERPRISES RETIREMENT PLAN401k$1.8M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALJO ENTERPRISES, INC. ALJO ENTERPRISES, INCFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$336K1242024
Retirement plans
Welfare plans
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