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  2. PETERSON HOLDING CO.
Sponsor portfolioTH

PETERSON HOLDING CO.

EIN 94-2420293-machinery-Latest filing 2025
Plans
3
Retirement
2
$301.6M assets
Welfare
1
$4.2M premiums
Participants
4,472
955 MARINA BLVD. - SAN LEANDRO, CA 94577510-357-6200LinkedIn1001-5000 employeesmachinery
Plans on this EIN
3 filings
#001401k-$295.6M - 2,705 part#002MoneyPurchase-$6.1M - 166 part#501Fully Insured-$4.2M - 1,601 lives

Retirement portfolio analytics

2 plans aggregated / $301.6M assets / 2,871 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • INCENTIVE RETIREMENT PLAN (#001)98%
  • TRUCKS, INC. PENSION (#002)2%
Total $301.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MILLIMAN, INC.100%
Total $301.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INCENTIVE RETIREMENT PLAN (#001)2,705
  • TRUCKS, INC. PENSION (#002)166
Total 2,871Click row to drill in

Benefits portfolio analytics

1 plan / $4.2M premiums / 1,601 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Life$237K
  • Short-term disability$194K
  • Long-term disability$194K
  • Other$194K
  • +2 more
Total $4.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • KAISER FOUNDATION HEALTH PLAN INC92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • VISION SERVICE PLAN1%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • UNITED CONCORDIA INSURANCE COMPANY0%
Total $4.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN

401k

Assets$295.6M
Participants2,705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PETERSON TRUCKS, INC. PENSION PLAN

MoneyPurchase

Assets$6.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETERSON HOLDING COMPANY HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$4.2M
Covered lives1,601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON HOLDING CO. INCENTIVE RETIREMENT PLAN401k$295.6M2,7052024
002PETERSON TRUCKS, INC. PENSION PLANMoneyPurchase$6.1M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETERSON HOLDING COMPANY HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$4.2M1,6012025
Retirement plans
Welfare plans
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