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Sponsor portfolioWelfare / HealthEIN 94-1477041
JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN
2467 FOUNDRY PARK AVENUE · FRESNO, CA 93706
5592686241
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$83K
No prior year
Persons covered
151
No prior year
Total participants
153
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $65K | 30.4% | |
| Life | $44K | 20.5% | |
| Short-term disability | $44K | 20.5% | |
| Long-term disability | $44K | 20.5% | |
| Vision | $9K | 4.3% | |
| Dental | $8K | 3.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 910742147 | LSTDLTDOth | $44K | 53.1% | 1 | 1 | 151 |
EIN 010278678 | Oth | $21K | 25.6% | 1 | 1 | 114 |
EIN 311656473 | V | $9K | 11.2% | 1 | 1 | 139 |
EIN 911857813 | D | $8K | 10.2% | 1 | 1 | 131 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CORNERSTONE FINANCIAL LLP | FRESNO, CA | PREMIER ACCESS INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY | $11K | $1K | $12K | 69.9% | 1 |
| UNITED SECURITY BANK | FRESNO, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $0 | $4K | 24.7% | 1 |
| THE CORNERSTONE INSURANCE GROUP LLC | FRESNO, CA | EYEMED VISION CARE LLC | $919 | $0 | $919 | 5.4% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan