Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$477K
- Vision$477K
- Life$477K
- Short-term disability$477K
- Long-term disability$477K
- Other$477K
Filings through .
Pareto Captive Services, LLC
EIN 27-5552975Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$26.4M assets
Health & Benefits
1
$477K premiums
Participants
654
2005 MARKET STREET, SUITE 3900 - PHILADELPHIA, PA 19103610-841-6898
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $477K premiums / 298 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE PARETO 401K PLAN
401(k)
Assets$26.4M
Participants356
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PARETO CAPTIVE SERVICES HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$477K
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE PARETO 401K PLAN | 401(k) | $26.4M | 356 | 2025 |
- THE PARETO 401K PLAN$26.4M#001 · 401(k) · 2025356
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PARETO CAPTIVE SERVICES HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $477K | 298 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025298
Retirement plans
Health & Benefits plans