PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. STANLEY G. ALEXANDER, INC.
Sponsor portfolioTH

STANLEY G. ALEXANDER, INC.

EIN 95-3254661-Latest filing 2025
Plans
2
Retirement
1
$19.4M assets
Welfare
1
$3.0M premiums
Participants
568
5 PETERS CANYON ROAD, SUITE 150 - IRVINE, CA 92606800-722-6286
Plans on this EIN
2 filings
#001401k-$19.4M - 309 part#501Mixed-$3.0M - 489 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 489 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • Other$173K
Total $3.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • UNITEDHEALTHCARE INSURANCE COMPANY94%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE BALDWIN GROUP WEST LLC100%
Total $136K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STANLEY G. ALEXANDER, INC. 401(K) PLAN

401k

Assets$19.4M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALEXANDERS MOBILITY SERVICES WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.0M
Covered lives489
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STANLEY G. ALEXANDER, INC. 401(K) PLAN401k$19.4M3092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALEXANDERS MOBILITY SERVICES WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$3.0M4892025
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