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Sponsor portfolioTH

PACT, INC.

EIN 13-2702768-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$38.2M assets
Welfare
1
$1.3M premiums
Participants
265
1140 3RD ST NE STE 400 - WASHINGTON, DC 200026274202-466-5666
Plans on this EIN
2 filings
#002403b-$38.2M - 210 part#502Mixed-$1.3M - 55 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 55 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$119K
  • Long-term disability$119K
  • Vision$80K
  • Other$80K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • AFLAC3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $71K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PACT 403(B) RETIREMENT PLAN

403b

Assets$38.2M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PACT INC HEALTH AND WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives55
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PACT 403(B) RETIREMENT PLAN403b$38.2M2102025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PACT INC HEALTH AND WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$1.3M552025
Retirement plans
Welfare plans
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