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Sponsor portfolio

OC COMPOSITE WORKS, LLC

EIN 87-2713130-Latest filing 2025
Plans
2
Retirement
1
$16.2M assets
Welfare
1
$3.2M premiums
Participants
821
1821 KETTERING - IRVINE, CA 92614657-718-1949
Plans on this EIN
2 filings
#003401k-$16.2M - 427 part#501Fully Insured-$3.2M - 653 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 653 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Vision$317K
  • Life$317K
  • Short-term disability$317K
  • Long-term disability$317K
  • Other$317K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • NORTHWEST DENTAL BENEFITS1%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • BRYSON INSURANCE AGENCY INC.74%
  • KRISTIN LEASE11%
  • PROFESSIONAL GROUP PLANS INC5%
  • UZIEL RIVERA3%
  • RONNY A WARNER2%
  • +3 more
Total $291K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

APEX SPACE AND DEFENSE SYSTEMS 401(K) PROFIT SHARING PLAN

401k

Assets$16.2M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OC COMPOSITE WORKS, LLC DBA APEX SPACE AND DEFENSE SYSTEMS WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.2M
Covered lives653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003APEX SPACE AND DEFENSE SYSTEMS 401(K) PROFIT SHARING PLAN401k$16.2M4272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OC COMPOSITE WORKS, LLC DBA APEX SPACE AND DEFENSE SYSTEMS WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.2M6532025
Retirement plans
Welfare plans
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