Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$46K
- Life$46K
- Other$5K
Sponsor portfolioTH
PACTRUST
EIN 13-3173299civic & social organizationLatest filing 2025
Plans
4
Retirement
1
$50.4M assets
Welfare
3
$189K premiums
Participants
511
15350 SW SEQUOIA PARKWAY, SUITE 300 - PORTLAND, OR 97224503-624-6300LinkedIn1-10 employeescivic & social organization
Benefits portfolio analytics
3 plans / $189K premiums / 261 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- NORTHWESTERN MUTUAL94%
- CANOPY6%
Broker market share
Schedule A broker compensation
47%top
- MICHAEL LEROY ALLEY47%
- MICHAEL R KELLY37%
- TOM STEWART IN SOL INC12%
- ASHLEY P HEDUM5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST
ProfitSharing
Assets$50.4M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PACTRUST GROUP HEALTH INSURANCE PLAN
Mixed - NORTHWESTERN MUTUAL
Premiums$97K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
GROUP TERM LIFE INSURANCE PLAN
Fully Insured - NORTHWESTERN MUTUAL
Premiums$92K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
GROUP HEALTH INSURANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST | ProfitSharing | $50.4M | 144 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PACTRUST GROUP HEALTH INSURANCE PLAN | Mixed | NORTHWESTERN MUTUAL | $97K | 139 | 2025 | |
| 501 | GROUP TERM LIFE INSURANCE PLAN | Fully Insured | NORTHWESTERN MUTUAL | $92K | 122 | 2024 | |
| 502 | GROUP HEALTH INSURANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans