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  2. CALPORTLAND COMPANY
Sponsor portfolioTH

CALPORTLAND COMPANY

EIN 95-0597220-building materials-Latest filing 2025
Plans
5
Retirement
4
$421.4M assets
Welfare
1
$8.9M premiums
Participants
7,559
10655 W PARK RUN DRIVE, SUITE 275 - LAS VEGAS, NV 89144626-852-6200calportland.comLinkedIn1001-5000 employeesbuilding materials
Plans on this EIN
5 filings
#008401k-$254.9M - 1,103 part#012401k-$75.3M - 2,112 part#010401k-$56.2M - 917 part#001TraditionalDB-$35.0M - 229 part#501Mixed-$8.9M - 3,198 lives

Retirement portfolio analytics

4 plans aggregated / $421.4M assets / 4,361 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • FOR SALARIED EMPLOYEES (#008)60%
  • FOR HOURLY EMPLOYEES (#012)18%
  • COMPANY RETIREMENT Savings (#010)13%
  • DEFINED BENEFIT PENSION (#001)8%
Total $421.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • THE VANGUARD GROUP, INC.92%
  • (Not disclosed)8%
Total $421.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR HOURLY EMPLOYEES (#012)2,112
  • FOR SALARIED EMPLOYEES (#008)1,103
  • COMPANY RETIREMENT Savings (#010)917
  • DEFINED BENEFIT PENSION (#001)229
Total 4,361Click row to drill in

Benefits portfolio analytics

1 plan / $8.9M premiums / 3,198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Other$2.9M
  • Life$2.9M
  • Long-term disability$2.9M
  • Dental$2.0M
Total $8.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • KAISER FOUNDATION HEALTH PLAN INC64%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA33%
  • AETNA LIFE INSURANCE COMPANY3%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $8.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $441K1 slice

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$8.9M
Covered lives3,198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
008CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES401k$254.9M1,1032024
012CALPORTLAND COMPANY THRIFT & PROFIT SHARING PLAN FOR HOURLY EMPLOYEES401k$75.3M2,1122024
010CALPORTLAND COMPANY RETIREMENT SAVINGS PLAN401k$56.2M9172024
001CALPORTLAND COMPANY DEFINED BENEFIT PENSION PLANTraditionalDB$35.0M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH AND WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.9M3,1982025
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