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Sponsor portfolio

HASSAN & SONS, INC.

EIN 95-4643384-Latest filing 2025
Plans
2
Retirement
1
$9.6M assets
Welfare
1
$5.8M premiums
Participants
4,029
2860 N. SANTIAGO BLVD. - ORANGE, CA 92867714-761-5426
Plans on this EIN
2 filings
#001401k-$9.6M - 2,541 part#501Fully Insured-$5.8M - 1,504 lives

Benefits portfolio analytics

1 plan / $5.8M premiums / 1,504 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Prescription drug$5.3M
  • Dental$512K
  • Vision$512K
  • Life$512K
  • Short-term disability$512K
  • +2 more
Total $5.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • AETNA LIFE INSURANCE COMPANY62%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $5.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
  • ACRISURE LLC0%
Total $235K2 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

HASSAN & SONS 401(K) PLAN

401k

Assets$9.6M
Participants2,541
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HASSAN & SONS, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$5.8M
Covered lives1,504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HASSAN & SONS 401(K) PLAN401k$9.6M2,5412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HASSAN & SONS, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$5.8M1,5042025
Retirement plans
Welfare plans
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