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Sponsor portfolio

REED FAMILY COMPANIES

EIN 94-2208599-construction-Latest filing 2024
Plans
2
Retirement
1
$60.1M assets
Welfare
1
$4.2M premiums
Participants
1,277
928 12TH STREET, SUITE 700 - MODESTO, CA 95354209-521-9771LinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#006401k-$60.1M - 739 part#501Mixed-$4.2M - 534 lives

Benefits portfolio analytics

1 plan / $4.2M premiums / 534 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Stop-loss$1.4M
  • Life$199K
  • Long-term disability$140K
  • Other$124K
Total $4.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • KAISER FOUNDATION HEALTH PLAN INC55%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY34%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA9%
  • SUN LIFE ASSURANCE COMPANY OF CANADA2%
Total $4.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • WOODRUFF-SAWYER & CO43%
  • PCF INSURANCE SERVICES OF THE WEST34%
  • ANDREINI & COMPANY21%
  • PROFESSIONAL GROUP PLANS INC3%
Total $318K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN

401k

Assets$60.1M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WESTERN REGIONAL EMPLOYEE WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$4.2M
Covered lives534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006WESTERN REGION RETIREMENT TRUST 401(K) AND REGULAR PROFIT SHARING PLAN401k$60.1M7392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WESTERN REGIONAL EMPLOYEE WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC$4.2M5342024
Retirement plans
Welfare plans
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