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Sponsor portfolio

J.G. BOSWELL COMPANY

EIN 95-0563800-Latest filing 2025
Plans
3
Retirement
2
$135.9M assets
Welfare
1
$671K premiums
Participants
2,637
101 W. WALNUT STREET - PASADENA, CA 91103626-583-3000eastlakeco.comLinkedIn201-500 employees
Plans on this EIN
3 filings
#003401k-$72.9M - 1,140 part#002TraditionalDB-$63.0M - 769 part#507Mixed-$671K - 868 lives

Retirement portfolio analytics

2 plans aggregated / $135.9M assets / 1,909 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • BOSWELL COMPANY 401(K) (#003)54%
  • EMPLOYEES' RETIREMENT PLAN (#002)46%
Total $135.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BOSWELL COMPANY 401(K) (#003)1,140
  • EMPLOYEES' RETIREMENT PLAN (#002)769
Total 1,909Click row to drill in

Benefits portfolio analytics

1 plan / $671K premiums / 868 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$260K
  • Other$169K
  • Life$160K
  • Vision$68K
  • Long-term disability$58K
  • Prescription drug$37K
Total $671K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY46%
  • DELTA DENTAL OF CALIFORNIA39%
  • VISION SERVICE PLAN10%
  • BENISTAR5%
Total $671K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $97K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

J. G. BOSWELL COMPANY 401(K) PLAN

401k

Assets$72.9M
Participants1,140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

J.G. BOSWELL COMPANY EMPLOYEES' RETIREMENT PLAN

TraditionalDB

Assets$63.0M
Participants769
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

J. G. BOSWELL COMPANY BENEFITS PLAN

Mixed - DELTA DENTAL OF CALIFORNIA

Premiums$671K
Covered lives868
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003J. G. BOSWELL COMPANY 401(K) PLAN401k$72.9M1,1402024
002J.G. BOSWELL COMPANY EMPLOYEES' RETIREMENT PLANTraditionalDB$63.0M7692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507J. G. BOSWELL COMPANY BENEFITS PLANMixedDELTA DENTAL OF CALIFORNIA$671K8682025
Retirement plans
Welfare plans
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