PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. R. H. PETERSON CO.
Sponsor portfolio

R. H. PETERSON CO.

EIN 95-3137229-Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$305K premiums
Participants
480
14724 EAST PROCTOR AVE - CITY OF INDUSTRY, CA 91746626-369-5085
Plans on this EIN
2 filings
#003401k-$21.2M - 278 part#502Fully Insured-$305K - 202 lives

Benefits portfolio analytics

1 plan / $305K premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$174K
  • Life$80K
  • Long-term disability$80K
  • Other$80K
  • Dental$50K
  • Vision$50K
Total $305K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • KAISER FOUNDATION HEALTH PLAN INC57%
  • HARTFORD LIFE AND ACCIDENT26%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $305K3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ACRISURE LLC67%
  • PROFESSIONAL GROUP PLANS INC33%
Total $34K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

R.H. PETERSON CO. 401(K) RETIREMENT PLAN

401k

Assets$21.2M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

R. H. PETERSON CO. PREMIUM CONVERSION PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$305K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003R.H. PETERSON CO. 401(K) RETIREMENT PLAN401k$21.2M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502R. H. PETERSON CO. PREMIUM CONVERSION PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$305K2022025
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