PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HAAKER EQUIPMENT COMPANY
Sponsor portfolioTH

HAAKER EQUIPMENT COMPANY

EIN 95-2756064-automotive-Latest filing 2025
Plans
2
Retirement
1
$17.6M assets
Welfare
1
$1.4M premiums
Participants
319
2070 N. WHITE AVENUE - LA VERNE, CA 91750909-598-2706haaker.comLinkedIn51-200 employeesautomotive
Plans on this EIN
2 filings
#001401k-$17.6M - 171 part#501Fully Insured-$1.4M - 196 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Other$855K
  • Dental$758K
  • Vision$758K
  • Life$97K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • BLUE CROSS OF CALIFORNIA56%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • ASSUREDPARTNERS62%
  • AMWINS18%
  • COMMERCIAL INSURANCE ASSOCIATES12%
  • REUBEN WARNER ASSOCIATES, INC.9%
Total $106K4 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

HAAKER EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$17.6M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HAAKER EQUIPMENT COMPANY HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.4M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HAAKER EQUIPMENT COMPANY 401(K) PROFIT SHARING PLAN401k$17.6M1712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HAAKER EQUIPMENT COMPANY HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.4M1962025
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