Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$159K
- Other$87K
- Life$63K
- Long-term disability$63K
- +2 more
Sponsor portfolioTH
C. OVERAA AND COMPANY
EIN 94-1127348constructionLatest filing 2025
Plans
2
Retirement
1
$54.1M assets
Welfare
1
$1.5M premiums
Participants
380
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 185 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- KAISER FOUNDATION HEALTH PLAN INC83%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- AFLAC1%
- EYEMED VISION CARE1%
- +1 more
Broker market share
Schedule A broker compensation
79%top
- ALLIANT INSURANCE SERVICES, INC.79%
- REUBEN WARNER ASSOCIATES, INC.11%
- WOODRUFF-SAWYER & CO6%
- BENEUSA LLC3%
- MINES INSURANCE SERVICES INC1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
C. OVERAA & CO. PROFIT SHARING 401(K) PLAN
401k
Assets$54.1M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C. OVERAA AND CO. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.5M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C. OVERAA & CO. PROFIT SHARING 401(K) PLAN | 401k | $54.1M | 218 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C. OVERAA AND CO. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.5M | 185 | 2025 |
Retirement plans
Welfare plans