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Sponsor portfolioTH

MARK THOMAS & COMPANY

EIN 94-1451490-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$100.9M assets
Welfare
1
$2.7M premiums
Participants
1,459
2833 JUNCTION AVENUE, SUITE 110 - SAN JOSE, CA 95134408-453-5373markthomas.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002401k-$65.2M - 618 part#001ESOP-$35.8M - 406 part#502Mixed-$2.7M - 858 lives

Retirement portfolio analytics

2 plans aggregated / $100.9M assets / 1,024 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INC. 401(K) Savings (#002)65%
  • EMPLOYEE STOCK OWNERSHIP (#001)35%
Total $100.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#002)618
  • EMPLOYEE STOCK OWNERSHIP (#001)406
Total 1,024Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 858 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Other$316K
  • Life$257K
  • Short-term disability$257K
  • Long-term disability$257K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AMERITAS LIFE INSURANCE CORP.2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $114K1 slice

Plan deep-dives

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

MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN

401k

Assets$65.2M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$35.8M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARK THOMAS & CO. , INC. EMPLOYEES WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.7M
Covered lives858
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN401k$65.2M6182024
001MARK THOMAS & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$35.8M4062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARK THOMAS & CO. , INC. EMPLOYEES WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$2.7M8582025
Retirement plans
Welfare plans
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