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  2. J.F. SHEA CO., INC.
Sponsor portfolioTH

J.F. SHEA CO., INC.

EIN 94-1530032-construction-Latest filing 2025
Plans
2
Retirement
1
$482.7M assets
Welfare
1
$7.3M premiums
Participants
4,442
655 BREA CANYON ROAD - WALNUT, CA 917893078909-594-9500jfshea.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#333401k-$482.7M - 2,677 part#501Fully Insured-$7.3M - 1,754 lives

Benefits portfolio analytics

1 plan / $7.3M premiums / 1,754 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.6M
  • Prescription drug$5.6M
  • Life$737K
  • Long-term disability$396K
  • Vision$202K
  • Short-term disability$154K
  • +3 more
Total $7.3M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY78%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK18%
  • VISION SERVICE PLAN3%
  • DELTA DENTAL OF CALIFORNIA0%
Total $7.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $322K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN

401k

Assets$482.7M
Participants2,677
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

J. F. SHEA CO., INC. GROUP WELFARE PLAN

Fully Insured - CIGNA HEALTHCARE OF CALIFORNIA

Premiums$7.3M
Covered lives1,754
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333J. F. SHEA COMPANY, INC. RETIREMENT SAVINGS PLAN401k$482.7M2,6772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501J. F. SHEA CO., INC. GROUP WELFARE PLANFully InsuredCIGNA HEALTHCARE OF CALIFORNIA$7.3M1,7542025
Retirement plans
Welfare plans
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