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Sponsor portfolio

PETE'S ROAD SERVICE,INC.

EIN 95-2591159-automotive-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$1.7M premiums
Participants
345
2230 E ORANGETHORPE AVE - FULLERTON, CA 92831714-446-1207LinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$13.0M - 190 part#501Mixed-$1.7M - 311 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Vision$56K
  • Life$56K
  • Other$56K
  • Dental$33K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • KAISER FOUNDATION HEALTH PLAN INC95%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION2%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • THE BALDWIN GROUP WEST LLC74%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS24%
  • GIS BENEFITS INC1%
  • BURNHAM BENEFITS INSURANCE SERVICES0%
Total $78K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETE'S ROAD SERVICE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$13.0M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETE'S ROAD SERVICE INC. GROUP LIFE INS AND HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLANS, INC.

Premiums$1.7M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETE'S ROAD SERVICE, INC. 401(K) PROFIT SHARING PLAN401k$13.0M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETE'S ROAD SERVICE INC. GROUP LIFE INS AND HEALTH PLANMixedKAISER FOUNDATION HEALTH PLANS, INC.$1.7M3112025
Retirement plans
Welfare plans
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