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Sponsor portfolio

STURGEON SERVICES INT'L INC.

EIN 95-2852054-Construction-Latest filing 2024
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$1.7M premiums
Participants
606
3511 GILMORE AVE. - BAKERSFIELD, CA 93308661-496-5591
Plans on this EIN
2 filings
#002401k-$1.6M - 188 part#501Fully Insured-$1.7M - 339 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$111K
  • Life$86K
  • Other$86K
  • Vision$37K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • UNITED CONCORDIA INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE2%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY1%
Total $1.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • C&B INSURANCE SERVICES INC69%
  • REUBEN WARNER ASSOCIATES, INC.23%
  • WES BRADFORD INSURANCE SALES INC4%
  • CB SPECIALITY INSURANCE SERVICES2%
  • LORI ROBIN NISHIMORI1%
  • +3 more
Total $130K8 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

STURGEON SERVICES INT'L INC. 401(K) PLAN

401k

Assets$1.6M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STURGEON & SON, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$1.7M
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002STURGEON SERVICES INT'L INC. 401(K) PLAN401k$1.6M1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STURGEON & SON, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS OF CALIFORNIA$1.7M3392024
Retirement plans
Welfare plans
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