Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.8M
- Prescription drug$4.8M
- Life$256K
- Long-term disability$256K
- Other$256K
- Vision$31K
- +1 more
Sponsor portfolioTH
C.J. SEGERSTROM & SONS
EIN 95-1877493Latest filing 2025
Plans
2
Retirement
1
$76.7M assets
Welfare
1
$5.1M premiums
Participants
895
3315 FAIRVIEW ROAD - COSTA MESA, CA 92626714-546-0110
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.1M premiums / 546 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- CALIFORNIA PHYSICIANS SERVICE70%
- KAISER FOUNDATION HEALTH PLAN INC24%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- EYEMED VISION CARE1%
- DELTA DENTAL OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
94%top
- ALLIANT INSURANCE SERVICES, INC.94%
- COMPSYCH2%
- WILLIS TOWERS WATSON US LLC2%
- FLEXVISION - MD2%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
C.J. SEGERSTROM & SONS 401(K) SAVINGS & INVESTMENT PLAN
401k
Assets$76.7M
Participants528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C.J. SEGERSTROM & SONS HEALTH AND WELFARE PLAN
Fully Insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$5.1M
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | C.J. SEGERSTROM & SONS 401(K) SAVINGS & INVESTMENT PLAN | 401k | $76.7M | 528 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C.J. SEGERSTROM & SONS HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS SERVICE | $5.1M | 546 | 2025 |
Retirement plans
Welfare plans