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  2. CALBEE AMERICA, INC.
Sponsor portfolio

CALBEE AMERICA, INC.

EIN 95-2650181-food production-Latest filing 2025
Plans
2
Retirement
1
$19.0M assets
Welfare
1
$4.4M premiums
Participants
938
2600 MAXWELL WAY - FAIRFIELD, CA 94534707-427-2500calbeena.comLinkedIn501-1000 employeesfood production
Plans on this EIN
2 filings
#001401k-$19.0M - 535 part#502Fully Insured-$4.4M - 403 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 403 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Prescription drug$4.1M
  • Dental$2.9M
  • Vision$2.9M
  • Other$167K
  • Short-term disability$53K
  • +2 more
Total $4.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • CALIFORNIA PHYSICIANS SERVICE66%
  • KAISER FOUNDATION HEALTH PLAN INC28%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • ARAG INSURANCE COMPANY0%
Total $4.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • BROWN & BROWN INSURANCE SERVICES65%
  • HAYS COMPANIES, INC.34%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $34K3 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

CALBEE AMERICA, INC. 401(K) SAVINGS PLAN

401k

Assets$19.0M
Participants535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CALBEE AMERICA, INC. WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$4.4M
Covered lives403
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALBEE AMERICA, INC. 401(K) SAVINGS PLAN401k$19.0M5352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CALBEE AMERICA, INC. WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$4.4M4032025
Retirement plans
Welfare plans
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