Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Dental$195K
- Vision$139K
- Life$6K
- Other$6K
Sponsor portfolioTH
BORTON & SONS, INC
EIN 91-0859370farmingLatest filing 2025
Plans
3
Retirement
1
$11.3M assets
Welfare
2
$2.3M premiums
Participants
432
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.3M premiums / 609 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- AMERITAS LIFE INSURANCE CORP.6%
- WILLAMETTE DENTAL INSURANCE, INC.2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
78%top
- USI INSURANCE SERVICES LLC78%
- HOME OFFICE TPA PAYS COMMISSION20%
- GIS BENEFITS INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BORTON FAMILY COMPANIES 401(K) PROFIT SHARING PLAN
401k
Assets$11.3M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
BORTON & SONS HEALTH & WELFARE PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$2.1M
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BORTON & SONS EMPLOYEE HEALTH CARE PLAN
Mixed - AMERITAS LIFE INSURANCE CORPORATION
Premiums$195K
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BORTON FAMILY COMPANIES 401(K) PROFIT SHARING PLAN | 401k | $11.3M | 88 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BORTON & SONS HEALTH & WELFARE PLAN | Fully Insured | PREMERA BLUE CROSS | $2.1M | 282 | 2024 | |
| 501 | BORTON & SONS EMPLOYEE HEALTH CARE PLAN | Mixed | AMERITAS LIFE INSURANCE CORPORATION | $195K | 327 | 2024 |
Retirement plans
Welfare plans