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Sponsor portfolioTH

OSBORNE CONSTRUCTION COMPANY

EIN 91-1389341-construction-Latest filing 2025
Plans
3
Retirement
2
$4.3M assets
Welfare
1
$2.2M premiums
Participants
144
9840 WILLOWS RD NE, SUITE 202 - REDMOND, WA 98052425-828-7308osborne.ccLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002401k-$3.1M - 65 part#001MoneyPurchase-$1.2M - 79 part#501Fully Insured-$2.2M - 174 lives

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 144 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CONSTRUCTION COMPANY 401(K) (#002)72%
  • PLAN AND TRUST (#001)28%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)79
  • CONSTRUCTION COMPANY 401(K) (#002)65
Total 144Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Other$46K
  • Life$43K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • AETNA LIFE INSURANCE COMPANY98%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
  • CANOPY0%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • PARKER SMITH & FEEK INC.92%
  • WATCHTOWER TECHNOLOGIES INC8%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

OSBORNE CONSTRUCTION COMPANY 401(K) PLAN

401k

Assets$3.1M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

OSBORNE CONSTRUCTION COMPANY DAVIS-BACON PENSION PLAN AND TRUST

MoneyPurchase

Assets$1.2M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEES

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002OSBORNE CONSTRUCTION COMPANY 401(K) PLAN401k$3.1M652025
001OSBORNE CONSTRUCTION COMPANY DAVIS-BACON PENSION PLAN AND TRUSTMoneyPurchase$1.2M792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OSBORNE CONSTRUCTION CO EMPLOYEE BENEFIT TRUST FOR HOURLY EMPLOYEESFully InsuredAETNA LIFE INSURANCE COMPANY$2.2M1742024
Retirement plans
Welfare plans
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