PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. GOLDEN STATE WATER COMPANY
Sponsor portfolioTH

GOLDEN STATE WATER COMPANY

EIN 95-1243678-utilities-Latest filing 2024
Plans
3
Retirement
2
$430.4M assets
Welfare
1
$17.6M premiums
Participants
2,857
630 EAST FOOTHILL BOULEVARD, P.O. BOX 9016 - SAN DIMAS, CA 91773909-394-3600gswater.comLinkedIn501-1000 employeesutilities
Plans on this EIN
3 filings
#001TraditionalDB-$220.7M - 861 part#005401k-$209.7M - 1,246 part#501Fully Insured-$17.6M - 1,704 lives

Retirement portfolio analytics

2 plans aggregated / $430.4M assets / 2,107 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • WATER COMPANY PENSION (#001)51%
  • INVESTMENT INCENTIVE PROGRAM (#005)49%
Total $430.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • (Not disclosed)51%
  • JOHN HANCOCK LIFE INSURANCE COMPANY49%
Total $430.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INVESTMENT INCENTIVE PROGRAM (#005)1,246
  • WATER COMPANY PENSION (#001)861
Total 2,107Click row to drill in

Benefits portfolio analytics

1 plan / $17.6M premiums / 1,704 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.9M
  • Vision$15.9M
  • Prescription drug$15.8M
  • Dental$1.0M
  • Life$250K
  • Long-term disability$153K
  • +2 more
Total $17.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CALIFORNIA PHYSICIANS SERVICE90%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT1%
  • EYEMED VISION CARE1%
Total $17.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $257K1 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

GOLDEN STATE WATER COMPANY PENSION PLAN

TraditionalDB

Assets$220.7M
Participants861
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

GOLDEN STATE WATER COMPANY INVESTMENT INCENTIVE PROGRAM

401k

Assets$209.7M
Participants1,246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GSWC WELFARE BENEFITS PLAN FOR ACTIVE AND RETIRED EMPLOYEES

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$17.6M
Covered lives1,704
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GOLDEN STATE WATER COMPANY PENSION PLANTraditionalDB$220.7M8612024
005GOLDEN STATE WATER COMPANY INVESTMENT INCENTIVE PROGRAM401k$209.7M1,2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GSWC WELFARE BENEFITS PLAN FOR ACTIVE AND RETIRED EMPLOYEESFully InsuredCALIFORNIA PHYSICIANS SERVICE$17.6M1,7042024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica