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  2. CALIFORNIA WATER SERVICE COMPANY
Sponsor portfolioTH

CALIFORNIA WATER SERVICE COMPANY

EIN 94-0362795-chemicals-Latest filing 2024
Plans
5
Retirement
2
$1.26B assets
Welfare
3
$11.8M premiums
Participants
8,276
1720 NORTH FIRST STREET - SAN JOSE, CA 95112408-367-8263LinkedIn1-10 employeeschemicals
Plans on this EIN
5 filings
#001TraditionalDB-$870.6M - 2,407 part#004401k-$389.4M - 1,563 part#504Mixed-$10.8M - 704 lives#502Fully Insured-$697K - 1,730 lives#503Fully Insured-$354K - 840 lives

Retirement portfolio analytics

2 plans aggregated / $1.26B assets / 3,970 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SERVICE COMPANY PENSION (#001)69%
  • SERVICE COMPANY Savings (#004)31%
Total $1.26BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
69%top
  • (Not disclosed)69%
  • FID INV INST OPS CO31%
Total $1.26BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICE COMPANY PENSION (#001)2,407
  • SERVICE COMPANY Savings (#004)1,563
Total 3,970Click row to drill in

Benefits portfolio analytics

3 plans / $11.8M premiums / 3,274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.2M
  • Prescription drug$9.2M
  • Stop-loss$1.6M
  • Life$697K
  • Short-term disability$354K
  • Long-term disability$354K
Total $11.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • KAISER FOUNDATION HEALTH PLAN INC73%
  • RELIASTAR LIFE INSURANCE COMPANY14%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA9%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
Total $11.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • INTERREMEDY INSURANCE SERVICES69%
  • MARSH & MCLENNAN AGENCY LLC31%
Total $162K2 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

CALIFORNIA WATER SERVICE COMPANY PENSION PLAN

TraditionalDB

Assets$870.6M
Participants2,407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CALIFORNIA WATER SERVICE COMPANY SAVINGS PLAN

401k

Assets$389.4M
Participants1,563
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

CALIFORNIA WATER SERVICE CO HEALTH CARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$10.8M
Covered lives704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CALIFORNIA WATER SERVICE CO LIFE INSURANCE COMPANY

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$697K
Covered lives1,730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CALIFORNIA WATER SERVICE CO LONG TERM DISABILITY PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$354K
Covered lives840
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA WATER SERVICE COMPANY PENSION PLANTraditionalDB$870.6M2,4072024
004CALIFORNIA WATER SERVICE COMPANY SAVINGS PLAN401k$389.4M1,5632024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504CALIFORNIA WATER SERVICE CO HEALTH CARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$10.8M7042024
502CALIFORNIA WATER SERVICE CO LIFE INSURANCE COMPANYFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$697K1,7302024
503CALIFORNIA WATER SERVICE CO LONG TERM DISABILITY PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$354K8402024
Retirement plans
Welfare plans
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