PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STONE DISTRIBUTING COMPANY
Sponsor portfolio

STONE DISTRIBUTING COMPANY

EIN 88-3291069-food & beverages-Latest filing 2024
Plans
2
Retirement
1
$11.1M assets
Welfare
1
$2.3M premiums
Participants
788
505 S PACIFIC STREET - SAN MARCOS, CA 92078760-294-7899stonedistributing.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$11.1M - 420 part#501Fully Insured-$2.3M - 373 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Other$113K
  • Life$110K
  • Dental$73K
  • Long-term disability$37K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CALIFORNIA PHYSICIANS SERVICE94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $2.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $111K1 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

STONE DISTRIBUTING COMPANY 401(K) PLAN

401k

Assets$11.1M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ST. DISTRIBUTING CO., LLC HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.3M
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STONE DISTRIBUTING COMPANY 401(K) PLAN401k$11.1M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ST. DISTRIBUTING CO., LLC HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.3M3732024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica