PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Pacific Realty Associates, L.P.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Pacific Realty Associates, L.P.

EIN 13-3173299-civic & social organization-Latest filing 2025
Plans
4
Retirement
1
$55.9M assets
Health & Benefits
3
$189K premiums
Participants
513
15350 SW SEQUOIA PARKWAY, SUITE 300 - PORTLAND, OR 97224503-624-6300LinkedIn1-10 employeescivic & social organization
Plans on this EIN
4 filings
#001Profit-sharing-$55.9M - 146 part#503Mixed-$97K - 139 lives#501Fully insured-$92K - 122 lives#502Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $189K premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$46K
  • Life$46K
  • Other$5K
Total $97K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST

Profit-sharing

Assets$55.9M
Participants146
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

PACTRUST GROUP HEALTH INSURANCE PLAN

Mixed - NORTHWESTERN MUTUAL

Premiums$97K
Covered lives139
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

GROUP TERM LIFE INSURANCE PLAN

Fully insured - NORTHWESTERN MUTUAL

Premiums$92K
Covered lives122
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

GROUP HEALTH INSURANCE PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUSTProfit-sharing$55.9M1462025
  • PACIFIC REALTY ASSOCIATES, L.P. RETIREMENT PLAN & TRUST$55.9M
    #001 · Profit-sharing · 2025146

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503PACTRUST GROUP HEALTH INSURANCE PLANMixedNORTHWESTERN MUTUAL$97K1392025
#501GROUP TERM LIFE INSURANCE PLANFully insuredNORTHWESTERN MUTUAL$92K1222024
#502GROUP HEALTH INSURANCE PLANSelf-funded-$002024
  • PACTRUST GROUP HEALTH INSURANCE PLAN$97K
    #503 · Mixed · NORTHWESTERN MUTUAL · 2025139
  • GROUP TERM LIFE INSURANCE PLAN$92K
    #501 · Fully insured · NORTHWESTERN MUTUAL · 2024122
  • GROUP HEALTH INSURANCE PLAN$0
    #502 · Self-funded · 20240
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica