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  2. JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN
Sponsor portfolio

JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN

EIN 94-1477041-construction-Latest filing 2025
Plans
3
Retirement
2
$11.5M assets
Welfare
1
$83K premiums
Participants
505
2467 FOUNDRY PARK AVENUE - FRESNO, CA 93706559-268-6241jorgensenco.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$7.2M - 190 part#002401k-$4.3M - 162 part#501Mixed-$83K - 151 lives

Retirement portfolio analytics

2 plans aggregated / $11.5M assets / 352 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PLAN AND TRUST (#003)63%
  • 401(K) RETIREMENT PLAN (#002)37%
Total $11.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • NATIONWIDE37%
Total $11.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)190
  • 401(K) RETIREMENT PLAN (#002)162
Total 352Click row to drill in

Benefits portfolio analytics

1 plan / $83K premiums / 151 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$65K
  • Life$44K
  • Short-term disability$44K
  • Long-term disability$44K
  • Vision$9K
  • Dental$8K
Total $83K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SYMETRA LIFE INSURANCE COMPANY53%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • EYEMED VISION CARE11%
  • PREMIER ACCESS INSURANCE COMPANY10%
Total $83K4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • CORNERSTONE FINANCIAL LLP70%
  • UNITED SECURITY BANK25%
  • THE CORNERSTONE INSURANCE GROUP LLC5%
Total $17K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$7.2M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN

401k

Assets$4.3M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$83K
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JORGENSEN & CO. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$7.2M1902024
002JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN401k$4.3M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JORGENSEN & SONS, INC. HEALTH & WELFARE PLANMixedSYMETRA LIFE INSURANCE COMPANY$83K1512025
Retirement plans
Welfare plans
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