Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Other$237K
- Dental$236K
- Vision$226K
- Life$226K
- +2 more
Sponsor portfolioTH
ERNEST ONGARO & SONS, INC.
EIN 94-1556471individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.3M premiums
Participants
226
719 SOUTHPOINT BLVD - PETALUMA, CA 94954707-579-4708ongaroandsons.comLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- KAISER FOUNDATION HEALTH PLAN INC81%
- PRINCIPAL LIFE INSURANCE COMPANY17%
- LANDMARK HEALTHPLAN1%
- BLUE CROSS OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
45%top
- IMA, INC.45%
- MARSH & MCLENNAN AGENCY LLC39%
- BROWN & BROWN INSURANCE SERVICES10%
- BEERE & PURVES INC3%
- JULIE JORDAN1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ERNEST ONGARO & SONS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
401k
Assets$5.6M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ERNEST ONGARO AND SONS, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC
Premiums$1.3M
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ERNEST ONGARO & SONS, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | 401k | $5.6M | 107 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ERNEST ONGARO AND SONS, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC | $1.3M | 250 | 2025 |
Retirement plans
Welfare plans