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Sponsor portfolio

PHARMACY BENEFIT SOLUTIONS, LLC

EIN 27-1786842-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
10
3814 GUNN HWY, SUITE A - TAMPA, FL 33618813-857-7334
Plans on this EIN
2 filings
#002CashBalance-$9.0M - 5 part#001401k-$4.7M - 5 part

Retirement portfolio analytics

2 plans aggregated / $13.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PBS PENSION (#002)66%
  • PBS 401(K) (#001)34%
Total $13.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PBS PENSION (#002)5
  • PBS 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PBS PENSION PLAN

CashBalance

Assets$9.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PBS 401(K) PLAN

401k

Assets$4.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PBS PENSION PLANCashBalance$9.0M52024
001PBS 401(K) PLAN401k$4.7M52024
Retirement plans
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