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Sponsor portfolioTH

THE HERRICK CORPORATION

EIN 94-1488039-construction-Latest filing 2025
Plans
3
Retirement
2
$31.0M assets
Welfare
1
$4.9M premiums
Participants
525
P.O. BOX 8429 - STOCKTON, CA 95208209-956-4751herricksteel.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
3 filings
#001401k-$22.4M - 104 part#002MoneyPurchase-$8.6M - 97 part#504Fully Insured-$4.9M - 695 lives

Retirement portfolio analytics

2 plans aggregated / $31.0M assets / 201 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING 401(K) (#001)72%
  • MONEY PURCHASE PENSION (#002)28%
Total $31.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING 401(K) (#001)104
  • MONEY PURCHASE PENSION (#002)97
Total 201Click row to drill in

Benefits portfolio analytics

1 plan / $4.9M premiums / 695 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Life$407K
  • Short-term disability$407K
  • Long-term disability$407K
  • Other$407K
  • +1 more
Total $4.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY14%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $4.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • ABD INS. AND FINANCIAL SVCS., INC.85%
  • MARTHA KAY WINSTEAD15%
  • CENTRAL TEXAS IRON WORKS0%
Total $131K3 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

THE HERRICK CORPORATION PROFIT SHARING 401(K) PLAN

401k

Assets$22.4M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE HERRICK CORPORATION MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$8.6M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

THE HERRICK CORPORATION HEALTH AND WELFARE

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$4.9M
Covered lives695
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE HERRICK CORPORATION PROFIT SHARING 401(K) PLAN401k$22.4M1042025
002THE HERRICK CORPORATION MONEY PURCHASE PENSION PLANMoneyPurchase$8.6M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504THE HERRICK CORPORATION HEALTH AND WELFAREFully InsuredBLUECROSS BLUESHIELD OF TEXAS$4.9M6952025
Retirement plans
Welfare plans
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