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  2. HUNT & SONS, INC.
Sponsor portfolioTH

HUNT & SONS, INC.

EIN 94-2209320-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$1.1M premiums
Participants
799
5750 SOUTH WATT AVENUE - SACRAMENTO, CA 95829916-383-4868huntnsons.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$14.8M - 483 part#503Mixed-$1.1M - 316 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 316 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$928K
  • Other$97K
  • Life$66K
  • Vision$34K
  • Short-term disability$20K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • WESTERN HEALTH ADVANTAGE15%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • VISION SERVICE PLAN3%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ACRISURE LLC73%
  • OROPEZA, NOAH14%
  • FILICE INSURANCE AGENCY13%
Total $82K3 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

HUNT & SONS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$14.8M
Participants483
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HUNT & SONS, INC. EMPLOYEE HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.1M
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HUNT & SONS, INC. 401(K) PROFIT SHARING PLAN401k$14.8M4832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HUNT & SONS, INC. EMPLOYEE HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN INC$1.1M3162025
Retirement plans
Welfare plans
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