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  2. FRANK C. ALEGRE TRUCKING, INC.
Sponsor portfolio

FRANK C. ALEGRE TRUCKING, INC.

EIN 94-2243381-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$475K premiums
Participants
494
PO BOX 1508 - LODI, CA 95241209-334-2112alegretrucking.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$9.3M - 298 part#501Fully Insured-$475K - 437 lives

Benefits portfolio analytics

1 plan / $475K premiums / 437 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$278K
  • Prescription drug$278K
  • Life$197K
  • Other$197K
  • Dental$175K
  • Vision$175K
  • +1 more
Total $475K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • PRINCIPAL LIFE INSURANCE COMPANY37%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $475K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • RELATION INSURANCE SERVICES OF CA96%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • WILLIAM WAYNE STIGILE1%
  • ONE SOURCE ADVISORS INC1%
  • USI INSURANCE SERVICES LLC1%
  • +3 more
Total $34K8 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

FRANK C. ALEGRE TRUCKING, INC. 401(K) PLAN

401k

Assets$9.3M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FRANK C. ALEGRE TRUCKING, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$475K
Covered lives437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FRANK C. ALEGRE TRUCKING, INC. 401(K) PLAN401k$9.3M2982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FRANK C. ALEGRE TRUCKING, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$475K4372025
Retirement plans
Welfare plans
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