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Sponsor portfolioTH

CALTROL, INC.

EIN 95-3926313-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$630K premiums
Participants
734
1385 PAMA LANE, SUITE 111 - LAS VEGAS, NV 89119702-966-1800caltrol.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$32.5M - 408 part#501Mixed-$630K - 653 lives

Benefits portfolio analytics

1 plan / $630K premiums / 653 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$608K
  • Life$556K
  • Dental$537K
  • Short-term disability$537K
  • Long-term disability$537K
  • Health$22K
  • +1 more
Total $630K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • PRINCIPAL LIFE INSURANCE COMPANY85%
  • AMERITAS LIFE INSURANCE CORP.6%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
  • TRUSTMARK INSURANCE COMPANY3%
  • ARAG INSURANCE COMPANY3%
Total $630K5 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • ADVOCATE, INC.76%
  • UNKNOWN24%
  • NATIONAL HEALTH PLANS & BEN. AGCY.1%
Total $63K3 slices

Plan deep-dives

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

CALTROL, INC. 401(K) SAVINGS PLAN

401k

Assets$32.5M
Participants408
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CALTROL, INC. EMPLOYEE BENEFITS PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$630K
Covered lives653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CALTROL, INC. 401(K) SAVINGS PLAN401k$32.5M4082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CALTROL, INC. EMPLOYEE BENEFITS PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$630K6532025
Retirement plans
Welfare plans
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