PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE
Sponsor portfolio

PARTNER ASSESSMENT CORPORATION DBA PARTNER ENGINEERING AND SCIENCE

EIN 20-8264379-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$108.7M assets
Welfare
1
$715K premiums
Participants
2,159
2154 TORRANCE BLVD. SUITE 200 - TORRANCE, CA 90501310-963-7941
Plans on this EIN
2 filings
#001401k-$108.7M - 1,472 part#501Mixed-$715K - 1,614 lives

Benefits portfolio analytics

1 plan / $715K premiums / 1,614 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$619K
  • Life$488K
  • Short-term disability$488K
  • Long-term disability$488K
  • Vision$96K
Total $715K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA68%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • SUN LIFE ASSURANCE COMPANY OF CANADA13%
  • 98POINT63%
Total $715K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $21K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PARTNER ENGINEERING AND SCIENCE 401(K) PLAN

401k

Assets$108.7M
Participants1,472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARTNER ENGINEERING AND SCIENCE, INC. WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$715K
Covered lives1,614
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNER ENGINEERING AND SCIENCE 401(K) PLAN401k$108.7M1,4722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARTNER ENGINEERING AND SCIENCE, INC. WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$715K1,6142024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica