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Sponsor portfolio

SAN JOAQUIN REFINING COMPANY, INC.

EIN 95-3341023-oil & energy-Latest filing 2024
Plans
2
Retirement
1
$36.2M assets
Welfare
1
$2.0M premiums
Participants
281
PO BOX 5576 - BAKERSFIELD, CA 93388661-327-4257sjr.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#003401k-$36.2M - 153 part#501Fully Insured-$2.0M - 274 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Other$107K
  • Dental$71K
  • Vision$71K
  • Life$71K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ROBERT LYNN COMPANY, INC.98%
  • LORI ROBIN NISHIMORI1%
  • ENROLLEASE1%
  • MARK TETSUO IWASAKI0%
Total $124K4 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

SAN JOAQUIN REFINING COMPANY 401K PLAN

401k

Assets$36.2M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAN JOAQUIN REFINING COMPANY, INC. HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.0M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SAN JOAQUIN REFINING COMPANY 401K PLAN401k$36.2M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAN JOAQUIN REFINING COMPANY, INC. HEALTH & WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.0M2742024
Retirement plans
Welfare plans
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