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Sponsor portfolio

ALPERT & ALPERT IRON & METAL, INC.

EIN 95-1860560-mining & metals-Latest filing 2025
Plans
5
Retirement
4
$19.6M assets
Welfare
1
$2.0M premiums
Participants
201
1815 S. SOTO STREET - LOS ANGELES, CA 90023323-265-4040alpertandalpert.comLinkedIn501-1000 employeesmining & metals
Plans on this EIN
5 filings
#001401k-$18.3M - 90 part#006401k-$709K - 47 part#004401k-$583K - 53 part#007401k-$14K - 11 part#501Fully Insured-$2.0M - 1,169 lives

Retirement portfolio analytics

4 plans aggregated / $19.6M assets / 201 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PROFIT SHARING PLAN (#001)93%
  • BEACH UNION 401(K) (#006)4%
  • ANGELES UNION 401(K) (#004)3%
  • INC. PRODUCTION 401(K) (#007)0%
Total $19.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)90
  • ANGELES UNION 401(K) (#004)53
  • BEACH UNION 401(K) (#006)47
  • INC. PRODUCTION 401(K) (#007)11
Total 201Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 1,169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Dental$288K
  • Vision$288K
  • Life$288K
  • Short-term disability$288K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • METROPOLITAN LIFE INSURANCE COMPANY14%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HEFFERNAN INSURANCE BROKERS100%
Total $104K1 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

ALPERT & ALPERT IRON & METAL, INC. 401(K) & PROFIT SHARING PLAN

401k

Assets$18.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006

ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401(K) PLAN

401k

Assets$709K
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401(K) PLAN

401k

Assets$583K
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007

ALPERT & ALPERT IRON & METAL, INC. PRODUCTION 401(K) PLAN

401k

Assets$14K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

ALPERT & ALPERT IRON & METAL HEALTH AND WELFARE BENEFITS

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$2.0M
Covered lives1,169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001ALPERT & ALPERT IRON & METAL, INC. 401(K) & PROFIT SHARING PLAN401k$18.3M902025
006ALPERT & ALPERT IRON & METAL, INC. LONG BEACH UNION 401(K) PLAN401k$709K472024
004ALPERT & ALPERT IRON & METAL, INC. LOS ANGELES UNION 401(K) PLAN401k$583K532024
007ALPERT & ALPERT IRON & METAL, INC. PRODUCTION 401(K) PLAN401k$14K112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALPERT & ALPERT IRON & METAL HEALTH AND WELFARE BENEFITSFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$2.0M1,1692024
Retirement plans
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