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  2. SUNSHINE RAISIN CORPORATION HEALTH & WELFARE PLAN
Sponsor portfolio

SUNSHINE RAISIN CORPORATION HEALTH & WELFARE PLAN

EIN 94-1678581-Latest filing 2025
Plans
3
Retirement
2
$7.2M assets
Welfare
1
$1.3M premiums
Participants
611
P. O. BOX 219 - FOWLER, CA 93625559-834-5981
Plans on this EIN
3 filings
#001ProfitSharing-$5.9M - 77 part#002401k-$1.3M - 347 part#501Mixed-$1.3M - 378 lives

Retirement portfolio analytics

2 plans aggregated / $7.2M assets / 424 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • PROFIT SHARING PLAN (#001)82%
  • RAISIN COMPANY 401(K) (#002)18%
Total $7.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • (Not disclosed)82%
  • JOHN HANCOCK LIFE INSURANCE COMPANY18%
Total $7.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RAISIN COMPANY 401(K) (#002)347
  • PROFIT SHARING PLAN (#001)77
Total 424Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$14K
  • Other$14K
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $1.3M1 slice

Broker market share

Schedule A broker compensation

Split broker
81%top
  • BARTHULI & ASSOCIATES INSURANCE81%
  • ROGERS BENEFIT GROUP INC11%
  • ASSUREDPARTNERS8%
Total $52K3 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

NATIONAL RAISIN COMPANY EMPLOYEES PROFIT SHARING PLAN

ProfitSharing

Assets$5.9M
Participants77
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NATIONAL RAISIN COMPANY 401(K) PLAN

401k

Assets$1.3M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SUNSHINE RAISIN CORPORATION

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL RAISIN COMPANY EMPLOYEES PROFIT SHARING PLANProfitSharing$5.9M772024
002NATIONAL RAISIN COMPANY 401(K) PLAN401k$1.3M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SUNSHINE RAISIN CORPORATIONMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.3M3782025
Retirement plans
Welfare plans
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