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  2. JOSEPH J. ALBANESE, INC.
Sponsor portfolioTH

JOSEPH J. ALBANESE, INC.

EIN 94-2247579-construction-Latest filing 2025
Plans
2
Retirement
1
$34.9M assets
Welfare
1
$646K premiums
Participants
634
851 MARTIN AVENUE - SANTA CLARA, CA 95050408-727-5700jjalbanese.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#002401k-$34.9M - 346 part#501Fully Insured-$646K - 545 lives

Benefits portfolio analytics

1 plan / $646K premiums / 545 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$594K
  • Dental$39K
  • Vision$39K
  • Life$13K
  • Short-term disability$13K
  • Long-term disability$13K
  • +1 more
Total $646K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • NIPPON LIFE INSURANCE COMPANY OF AMERICA92%
  • AMERITAS LIFE INSURANCE CORP.6%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
Total $646K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ACRISURE LLC96%
  • FILICE INSURANCE AGENCY4%
  • IMG0%
Total $36K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOSEPH J. ALBANESE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$34.9M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOSEPH J. ALBANESE, INC. WELFARE BENEFITS PLAN

Fully Insured - NIPPON LIFE INSURANCE COMPANY OF AMERICA

Premiums$646K
Covered lives545
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JOSEPH J. ALBANESE, INC. 401(K) PROFIT SHARING PLAN401k$34.9M3462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOSEPH J. ALBANESE, INC. WELFARE BENEFITS PLANFully InsuredNIPPON LIFE INSURANCE COMPANY OF AMERICA$646K5452025
Retirement plans
Welfare plans
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