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Sponsor portfolio

PANATTONI DEVELOPMENT COMPANY, INC.

EIN 26-0768789-real estate-Latest filing 2025
Plans
2
Retirement
1
$40.9M assets
Welfare
1
$14.8M premiums
Participants
678
400 CAPITOL MALL, SUITE 2040 - SACRAMENTO, CA 94814916-381-1561panattoni.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$40.9M - 189 part#501Fully Insured-$14.8M - 1,605 lives

Benefits portfolio analytics

1 plan / $14.8M premiums / 1,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$13.3M
  • Prescription drug$13.3M
  • Dental$635K
  • Other$522K
  • Life$378K
  • Short-term disability$154K
  • +2 more
Total $14.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CALIFORNIA PHYSICIANS SERVICE90%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $14.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
Total $589K2 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

PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN

401k

Assets$40.9M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANATTONI DEVELOPMENT COMPANY, INC. FLEXIBLE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$14.8M
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN401k$40.9M1892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANATTONI DEVELOPMENT COMPANY, INC. FLEXIBLE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$14.8M1,6052025
Retirement plans
Welfare plans
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