Sponsor portfolioTH

SAN JOSE WATER COMPANY

EIN 94-0838465utilitiesLatest filing 2024

Plans

Retirement

$360.8M assets

Welfare

$12.1M premiums

Participants

2,057

110 W. TAYLOR STREET - SAN JOSE, CA 951102131408-279-7854sjwater.comLinkedIn201-500 employeesutilities

Plans on this EIN

3 filings

#002CashBalance-$225.5M - 977 part #011401k-$135.3M - 541 part #502Fully Insured-$12.1M - 851 lives

Retirement portfolio analytics

2 plans aggregated / $360.8M assets / 1,518 participants

Assets by plan

Share of aggregate retirement assets

63%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

63%top

(Not disclosed)63%
THE VANGUARD GROUP, INC.37%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $12.1M premiums / 851 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$11.2M
Prescription drug$11.2M
Vision$8.1M
Dental$772K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

66%top

KAISER FOUNDATION HEALTH PLAN INC66%
SUTTER HEALTH PLAN17%
BLUE CROSS OF CALIFORNIA10%
CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
VISION SERVICE PLAN1%

Broker market share

Schedule A broker compensation

Single broker

100%top

WILLIS TOWERS WATSON US LLC100%

Plan deep-dives

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

Retirement#002

RETIREMENT PLAN OF SAN JOSE WATER COMPANY

CashBalance

Assets$225.5M

Participants977

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#011