Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$922K
- Prescription drug$922K
- Dental$172K
- Vision$100K
- Life$100K
- Short-term disability$100K
- +2 more
Sponsor portfolio
LORD & SONS, INC.
EIN 94-1751726constructionLatest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$1.2M premiums
Participants
482
430 EAST TRIMBLE ROAD - SAN JOSE, CA 95131408-817-8900lordandsons.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 287 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- KAISER FOUNDATION HEALTH PLAN INC77%
- DELTA DENTAL OF CALIFORNIA14%
- METROPOLITAN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
67%top
- LIBERTY COMPANY INSURANCE BROKERS67%
- BOON CHAPMAN BENEFIT ADMINISTRATORS30%
- GIS BENEFITS INC2%
- BENEFITS AMERICA INS. SVCS., LLC1%
- GCG FINANCIAL LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LORD & SONS, INC. 401(K) PLAN
401k
Assets$9.9M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LORD & SONS WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.2M
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LORD & SONS, INC. 401(K) PLAN | 401k | $9.9M | 229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LORD & SONS WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.2M | 287 | 2025 |
Retirement plans
Welfare plans