PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
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
Plan #501$83K
JORGENSEN & SONS, INC. HEALTH & WELFARE PLAN
Mixed151 covered·4 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$65K30.4%
Life$44K20.5%
Short-term disability$44K20.5%
Long-term disability$44K20.5%
Vision$9K4.3%
Dental$8K3.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$44K53.1%11151
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
Oth
$21K25.6%11114
EYEMED VISION CARE
EIN 311656473
V
$9K11.2%11139
PREMIER ACCESS INSURANCE COMPANY
EIN 911857813
D
$8K10.2%11131

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CORNERSTONE FINANCIAL LLPFRESNO, CAPREMIER ACCESS INSURANCE COMPANY, SYMETRA LIFE INSURANCE COMPANY$11K$1K$12K69.9%1
UNITED SECURITY BANKFRESNO, CAUNUM LIFE INSURANCE COMPANY OF AMERICA$4K$0$4K24.7%1
THE CORNERSTONE INSURANCE GROUP LLCFRESNO, CAEYEMED VISION CARE LLC$919$0$9195.4%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica