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Sponsor portfolio

JOHN AGUILAR & COMPANY, DBA VERNON TRANSPORTATION

EIN 95-4118080-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$1.9M premiums
Participants
299
1505 NAVY DRIVE - STOCKTON, CA 95213209-546-0171
Plans on this EIN
2 filings
#001401k-$6.7M - 179 part#502Fully Insured-$1.9M - 119 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$344K
  • Vision$344K
  • Life$344K
  • Other$344K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • ANTHEM LIFE INSURANCE COMPANY43%
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA18%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • ACRISURE LLC52%
  • DEBUDUO & DEFENDIS AGENCY48%
  • PACIFIC ADVISORS LLC0%
Total $88K3 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

JOHN AGUILAR & COMPANY, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$6.7M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

JOHN AGUILAR & COMPANY, DBA VERNON TRANSPORTATION HEALTH & WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS

Premiums$1.9M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JOHN AGUILAR & COMPANY, INC. PROFIT SHARING 401(K) PLAN401k$6.7M1792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502JOHN AGUILAR & COMPANY, DBA VERNON TRANSPORTATION HEALTH & WELFARE PLANFully InsuredANTHEM BLUE CROSS$1.9M1192025
Retirement plans
Welfare plans
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