PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. H.F. COX, INC.
Sponsor portfolio

H.F. COX, INC.

EIN 95-2702458-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
1
$13.3M assets
Welfare
2
$497K premiums
Participants
739
118 COX TRANSPORT WAY - BAKERSFIELD, CA 93307661-366-3236
Plans on this EIN
3 filings
#001401k-$13.3M - 280 part#502Fully Insured-$497K - 315 lives#501Unknown-0 lives

Benefits portfolio analytics

2 plans / $497K premiums / 315 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$332K
  • Short-term disability$332K
  • Long-term disability$332K
  • Other$332K
  • Dental$141K
  • Health$25K
  • +2 more
Total $497K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY67%
  • METROPOLITAN LIFE INSURANCE COMPANY28%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $497K3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ASSUREDPARTNERS96%
  • AP BENEFIT ADVISORS, LLC4%
Total $75K2 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

H.F. COX, INC. 401(K) PLAN

401k

Assets$13.3M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COX PETROLEUM HEALTH & WELFARE PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$497K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

H.F. COX, INC. VACATION BENEFITS PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001H.F. COX, INC. 401(K) PLAN401k$13.3M2802025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COX PETROLEUM HEALTH & WELFARE PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$497K3152025
501H.F. COX, INC. VACATION BENEFITS PLANUnknown-$002025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica