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Sponsor portfolio

MORLEY BUILDERS, INC.

EIN 95-3920697-construction-Latest filing 2025
Plans
3
Retirement
2
$110.8M assets
Welfare
1
$3.0M premiums
Participants
571
3330 OCEAN PARK BLVD - SANTA MONICA, CA 90405310-399-1600morleybuilders.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#108ESOP-$71.6M - 207 part#002401k-$39.3M - 205 part#502Fully Insured-$3.0M - 279 lives

Retirement portfolio analytics

2 plans aggregated / $110.8M assets / 412 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEE STOCK OWNERSHIP (#108)65%
  • BUILDERS EMPLOYEE Savings (#002)35%
Total $110.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#108)207
  • BUILDERS EMPLOYEE Savings (#002)205
Total 412Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Vision$2.8M
  • Prescription drug$2.8M
  • Other$219K
  • Life$215K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CALIFORNIA PHYSICIANS SERVICE93%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • BLUE CROSS OF CALIFORNIA0%
Total $3.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ACRISURE LLC99%
  • COMPSYCH1%
  • CHRISTA G AUFDEMBERG INC0%
  • IMG0%
Total $188K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#108

MORLEY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$71.6M
Participants207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MORLEY BUILDERS EMPLOYEE SAVINGS PLAN

401k

Assets$39.3M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MORLEY BUILDERS EMPLOYEE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$3.0M
Covered lives279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
108MORLEY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$71.6M2072025
002MORLEY BUILDERS EMPLOYEE SAVINGS PLAN401k$39.3M2052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MORLEY BUILDERS EMPLOYEE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$3.0M2792025
Retirement plans
Welfare plans
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