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Sponsor portfolio

U.S. POLE COMPANY, INC.

EIN 95-3939062-airlines/aviation-Latest filing 2025
Plans
4
Retirement
2
$5.5M assets
Welfare
2
$900K premiums
Participants
595
660 WEST AVENUE O - PALMDALE, CA 93551661-233-2000LinkedIn1-10 employeesairlines/aviation
Plans on this EIN
4 filings
#001401k-$3.7M - 160 part#003ESOP-$1.7M - 212 part#502Fully Insured-$872K - 101 lives#501Fully Insured-$28K - 122 lives

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 372 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN & TRUST (#001)68%
  • EMPLOYEE STOCK OWNERSHIP (#003)32%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)212
  • PLAN & TRUST (#001)160
Total 372Click row to drill in

Benefits portfolio analytics

2 plans / $900K premiums / 223 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$872K
  • Dental$872K
  • Life$28K
  • Long-term disability$28K
Total $900K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • HEALTH NET97%
  • HARTFORD LIFE AND ACCIDENT3%
Total $900K2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • THEODORE JAMES ALDERSHOF92%
  • ALDERSHOF THEODORE8%
Total $47K2 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

U.S. POLE COMPANY, INC. 401(K) PLAN & TRUST

401k

Assets$3.7M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.7M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

U.S. POLE COMPANY, INC.

Fully Insured - HEALTH NET

Premiums$872K
Covered lives101
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF U.S. POLE

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$28K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001U.S. POLE COMPANY, INC. 401(K) PLAN & TRUST401k$3.7M1602024
003U.S. POLE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.7M2122024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502U.S. POLE COMPANY, INC.Fully InsuredHEALTH NET$872K1012025
501GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF U.S. POLEFully InsuredHARTFORD LIFE AND ACCIDENT$28K1222025
Retirement plans
Welfare plans
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