PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PM DESIGN, INC.
Sponsor portfolioTH

PM DESIGN, INC.

EIN 27-0422624-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$2.4M premiums
Participants
350
6930 DESTINY DRIVE, SUITE 100 - ROCKLIN, CA 956772989916-226-5489
Plans on this EIN
2 filings
#001401k-$11.9M - 212 part#501Fully Insured-$2.4M - 171 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 171 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Other$211K
  • Dental$210K
  • Vision$210K
  • Life$210K
  • Short-term disability$210K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • AETNA LIFE INSURANCE COMPANY78%
  • KAISER FOUNDATION HEALTH PLAN INC13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • SHELTERPOINT LIFE INSURANCE COMPANY0%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BENEFITS AMERICA INSURANCE SERVICES82%
  • DESIGNED PROTECTION INSURANCE SVCS13%
  • GIS BENEFITS INC5%
Total $126K3 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

PEDRO MCCRACKEN DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$11.9M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PM DESIGN, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.4M
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEDRO MCCRACKEN DESIGN GROUP, INC. 401(K) PROFIT SHARING PLAN401k$11.9M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PM DESIGN, INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.4M1712025
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