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Sponsor portfolioWelfare / HealthEIN 94-1551414

PELTON SHEPHERD INDUSTRIES, INC.

3120 WEST MARCH LANE · STOCKTON, CA 95219
Plans filed
5
Years active
2023–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$113K
No prior year
Persons covered
787
No prior year
Total participants
780
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #501$87K
PELTON SHEPHERD INDUSTRIES, INC. HEALTH & WELFARE PLAN
Mixed117 covered·1 carrier
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #502$13K
PELTON SHEPHERD INDUSTRIES, INC. LIFE PLAN
Fully insured235 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #504$10K
PELTON SHEPHERD INDUSTRIES, INC. VOL LIFE PLAN
Fully insured100 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #503$1K
PELTON SHEPHERD INDUSTRIES, INC ADD PLAN
Fully insured235 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #505$947
PELTON SHEPHERD INDUSTRIES, INC. VOL ADD PLAN
Fully insured100 covered·1 carrier
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$87K43.6%
Vision$87K43.6%
Life$23K11.6%
Other$2K1.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
DV
$87K77.2%11117
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LOth
$26K22.8%44670

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDRIVERSIDE, CACIGNA HEALTH AND LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA$10K$80$10K100.0%3

History & trajectory

3 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
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