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Sponsor portfolio

PACIFIC CHARTER INSTITUTE

EIN 16-1727094-education management-Latest filing 2025
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$3.8M premiums
Participants
613
2241 HARVARD STREET, SUITE 310 - SACRAMENTO, CA 95815916-473-4757pacificcharters.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001401k-$10.2M - 360 part#501Fully Insured-$3.8M - 666 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 666 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Prescription drug$3.7M
  • Other$73K
  • Life$69K
  • Short-term disability$69K
  • Vision$48K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • KAISER FOUNDATION HEALTH PLAN INC59%
  • ANTHEM LIFE INSURANCE COMPANY38%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
  • TELUS HEALTH (US) LTD.0%
  • +1 more
Total $3.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • GALLAGHER BENEFIT SERVICES, INC.86%
  • AMWINS14%
  • ENROLLEASE0%
Total $151K3 slices

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 CHARTER INSTITUTE 401K PROFIT SHARING PLAN

401k

Assets$10.2M
Participants360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC CHARTER INSTITUTE WRAP BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$3.8M
Covered lives666
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC CHARTER INSTITUTE 401K PROFIT SHARING PLAN401k$10.2M3602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC CHARTER INSTITUTE WRAP BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC.$3.8M6662025
Retirement plans
Welfare plans
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