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Sponsor portfolioTH

SOUTHWEST WATER COMPANY

EIN 95-1840947-Utilities-Latest filing 2024
Plans
2
Retirement
1
$86.3M assets
Welfare
1
$10.0M premiums
Participants
1,432
1325 N. GRAND AVE SUITE 100, ATTN HUMAN RESOURCES - COVINA, CA 91724626-543-2500
Plans on this EIN
2 filings
#003401k-$86.3M - 888 part#512Fully Insured-$10.0M - 1,375 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 1,375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.3M
  • Prescription drug$9.3M
  • Other$630K
  • Life$554K
  • Short-term disability$554K
  • Long-term disability$554K
  • +2 more
Total $10.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • BLUE CROSS OF CALIFORNIA7%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $10.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $413K1 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

401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY

401k

Assets$86.3M
Participants888
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

SOUTHWEST WATER COMPANY EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$10.0M
Covered lives1,375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003401(K) RETIREMENT AND SAVINGS PLAN FOR SOUTHWEST WATER COMPANY401k$86.3M8882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512SOUTHWEST WATER COMPANY EMPLOYEE HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$10.0M1,3752024
Retirement plans
Welfare plans
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