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Sponsor portfolio

CONDON-JOHNSON & ASSOCIATES, INC.

EIN 94-2248694-construction-Latest filing 2025
Plans
2
Retirement
1
$49.9M assets
Welfare
1
$2.1M premiums
Participants
313
480 ROLAND WAY, SUITE 200 - OAKLAND, CA 946212053510-636-2100condon-johnson.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#005401k-$49.9M - 180 part#506Fully Insured-$2.1M - 273 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Dental$1.9M
  • Vision$1.9M
  • Other$46K
  • Long-term disability$22K
  • Life$15K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • AETNA LIFE INSURANCE COMPANY91%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • PACIFIC COAST BENEFITS INSURANCE SE66%
  • BROWN & BROWN INSURANCE SERVICES22%
  • ACRISURE LLC8%
  • PACIFIC COAST BENEFITS, LLC4%
Total $155K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

CONDON-JOHNSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$49.9M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

CONDON-JOHNSON & ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$2.1M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005CONDON-JOHNSON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$49.9M1802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506CONDON-JOHNSON & ASSOCIATES, INC. EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$2.1M2732025
Retirement plans
Welfare plans
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