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Sponsor portfolio

PELTON SHEPHERD INDUSTRIES

EIN 94-1551414-medical devices-Latest filing 2024
Plans
4
Retirement
1
$3.1M assets
Welfare
3
$16K premiums
Participants
846
3120 W MARCH LN FL 1 - STOCKTON, CA 952192368209-870-0743LinkedIn1-10 employeesmedical devices
Plans on this EIN
4 filings
#001401k-$3.1M - 266 part#502Fully Insured-$14K - 235 lives#503Fully Insured-$2K - 235 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $16K premiums / 470 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$14K
  • Other$2K
Total $16K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $16K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $2461 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PELTON SHEPHERD INDUSTRIES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.1M
Participants266
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PELTON SHEPHERD INDUSTRIES, INC. LIFE PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$14K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PELTON SHEPHERD INDUSTRIES, INC ADD PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$2K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PELTON SHEPHERD INDUSTRIES, INC. HEALTH & WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PELTON SHEPHERD INDUSTRIES 401(K) PROFIT SHARING PLAN & TRUST401k$3.1M2662024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PELTON SHEPHERD INDUSTRIES, INC. LIFE PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$14K2352024
503PELTON SHEPHERD INDUSTRIES, INC ADD PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$2K2352024
501PELTON SHEPHERD INDUSTRIES, INC. HEALTH & WELFARE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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