Assets by plan
Share of aggregate retirement assets
Filings through .
Alpert & Alpert Iron & Metal, Inc.
EIN 95-1860560mining & metalsLatest filing 2025
Plans
5
Retirement
4
$19.5M assets
Health & Benefits
1
$2.1M premiums
Participants
644
1815 S. SOTO STREET - LOS ANGELES, CA 90023323-265-4040alpertandalpert.comLinkedIn501-1000 employeesmining & metals
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $19.5M assets / 199 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 443 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$341K
- Vision$341K
- Life$341K
- Short-term disability$341K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ALPERT & ALPERT IRON & METAL, INC. 401(K) & PROFIT SHARING PLAN
401(k)
Assets$18.3M
Participants90
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401(K) PLAN
401(k)
Assets$632K
Participants51
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006
ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401(K) PLAN
401(k)
Assets$616K
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
ALPERT & ALPERT IRON & METAL, INC. PRODUCTION 401(K) PLAN
401(k)
Assets$10K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
ALPERT & ALPERT IRON & METAL HEALTH AND WELFARE BENEFITS
Fully insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$2.1M
Covered lives443
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ALPERT & ALPERT IRON & METAL, INC. 401(K) & PROFIT SHARING PLAN | 401(k) | $18.3M | 90 | 2025 |
| #004 | ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401(K) PLAN | 401(k) | $632K | 51 | 2025 |
| #006 | ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401(K) PLAN | 401(k) | $616K | 48 | 2025 |
| #007 | ALPERT & ALPERT IRON & METAL, INC. PRODUCTION 401(K) PLAN | 401(k) | $10K | 10 | 2025 |
- #001 · 401(k) · 202590
- #004 · 401(k) · 202551
- #006 · 401(k) · 202548
- #007 · 401(k) · 202510
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | ALPERT & ALPERT IRON & METAL HEALTH AND WELFARE BENEFITS | Fully insured | KAISER FOUNDATION HEALTH PLAN INC. | $2.1M | 443 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC. · 2025443
Retirement plans
Health & Benefits plans