Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$113K
- Vision$98K
- Life$98K
- Long-term disability$98K
- +1 more
Sponsor portfolio
UNION OF PAN ASIAN COMMUNITIES UPAC
EIN 23-7279074civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$4.7M assets
Welfare
1
$1.2M premiums
Participants
363
1031 25TH ST - SAN DIEGO, CA 92102619-232-6454upacsd.comLinkedIn51-200 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- AETNA LIFE INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
100%top
- BENEFIT PRO INSURANCE SERVICES, INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPAC 403B PLAN
403b
Assets$4.7M
Participants219
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UNION OF PAN ASIAN COMMUNITIES EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA HEALTH OF CALIFORNIA, INC.
Premiums$1.2M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPAC 403B PLAN | 403b | $4.7M | 219 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNION OF PAN ASIAN COMMUNITIES EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA HEALTH OF CALIFORNIA, INC. | $1.2M | 187 | 2025 |
Retirement plans
Welfare plans