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Sponsor portfolio

FENCE FACTORY

EIN 95-2759302-construction-Latest filing 2025
Plans
2
Retirement
1
$1.8M assets
Welfare
1
$533K premiums
Participants
256
2419 PALMA DR - VENTURA, CA 930035731805-644-7207fencefactory.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002ProfitSharing-$1.8M - 80 part#501Fully Insured-$533K - 176 lives

Benefits portfolio analytics

1 plan / $533K premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$502K
  • Dental$502K
  • Vision$502K
  • Life$30K
  • Other$30K
  • Short-term disability$19K
Total $533K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY94%
  • AFLAC3%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
Total $533K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ASSUREDPARTNERS59%
  • ROGERS BENEFIT GROUP INC38%
  • DIANA CASTELAZO-DERY1%
  • MICHAEL S. NOLAN AND OTHER AGENTS0%
  • BRADLEY IAN WITT0%
  • +3 more
Total $104K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE CONTRACTORS RETIREMENT PLAN

ProfitSharing

Assets$1.8M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FENCE FACTORY HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$533K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE CONTRACTORS RETIREMENT PLANProfitSharing$1.8M802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FENCE FACTORY HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$533K1762025
Retirement plans
Welfare plans
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