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Sponsor portfolioTH

STACY AND WITBECK, INC.

EIN 94-2787950-construction-Latest filing 2025
Plans
3
Retirement
2
$475.4M assets
Welfare
1
$1.1M premiums
Participants
1,609
2800 HARBOR BAY PARKWAY - ALAMEDA, CA 94502510-748-1870stacywitbeck.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001ESOP-$360.4M - 615 part#003401k-$115.0M - 558 part#501Mixed-$1.1M - 435 lives

Retirement portfolio analytics

2 plans aggregated / $475.4M assets / 1,173 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • EMPLOYEE STOCK OWNERSHIP (#001)76%
  • INC. RETIREMENT Savings (#003)24%
Total $475.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)615
  • INC. RETIREMENT Savings (#003)558
Total 1,173Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 435 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$645K
  • Life$645K
  • Short-term disability$645K
  • Long-term disability$645K
  • Other$645K
  • Health$468K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA58%
  • KAISER FOUNDATION HEALTH PLAN INC42%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ABD INS. AND FINANCIAL SVCS., INC.100%
Total $20K1 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

STACY AND WITBECK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$360.4M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN

401k

Assets$115.0M
Participants558
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STACY AND WITBECK, INC. HEALTH AND WELFARE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.1M
Covered lives435
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STACY AND WITBECK, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$360.4M6152025
003STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN401k$115.0M5582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STACY AND WITBECK, INC. HEALTH AND WELFARE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$1.1M4352025
Retirement plans
Welfare plans
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