Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALPORTLAND COMPANY
EIN 95-0597220building materialsLatest filing 2024
Plans
5
Retirement
4
$421.4M assets
Welfare
1
$8.4M premiums
Participants
7,483
10655 PARK RUN DR., SUITE 275 - LAS VEGAS, NV 89144626-852-6200calportland.comLinkedIn1001-5000 employeesbuilding materials
Retirement portfolio analytics
4 plans aggregated / $421.4M assets / 4,361 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
92%top
- THE VANGUARD GROUP, INC.92%
- (Not disclosed)8%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.4M premiums / 2,749 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Prescription drug$5.2M
- Other$2.9M
- Life$2.8M
- Long-term disability$2.8M
- Dental$1.9M
Carrier market share
Premium dollars by Schedule A carrier
62%top
- KAISER FOUNDATION HEALTH PLAN INC62%
- UNUM LIFE INSURANCE COMPANY OF AMERICA34%
- AETNA LIFE INSURANCE COMPANY4%
- HEALTH ADVOCATE SOLUTIONS, INC.0%
- NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#008
CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES
401k
Assets$254.9M
Participants1,103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES
401k
Assets$75.3M
Participants2,112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010
CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN
401k
Assets$56.2M
Participants917
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALPORTLAND COMPANY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$35.0M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH AND WELFARE BENEFIT PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$8.4M
Covered lives2,749
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 008 | CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES | 401k | $254.9M | 1,103 | 2024 | |
| 012 | CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES | 401k | $75.3M | 2,112 | 2024 | |
| 010 | CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN | 401k | $56.2M | 917 | 2024 | |
| 001 | CALPORTLAND COMPANY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $35.0M | 229 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH AND WELFARE BENEFIT PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $8.4M | 2,749 | 2024 |
Retirement plans
Welfare plans