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
Sponsor portfolio
PARETO CAPTIVE SERVICES, LLC
EIN 27-5552975Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$26.4M assets
Welfare
1
$477K premiums
Participants
654
2005 MARKET STREET, SUITE 3900 - PHILADELPHIA, PA 19103610-841-6898
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $477K premiums / 298 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- JAMES R NELLIGAN & ASSOCIATES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE PARETO 401K PLAN
401k
Assets$26.4M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PARETO CAPTIVE SERVICES HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$477K
Covered lives298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE PARETO 401K PLAN | 401k | $26.4M | 356 | 2025 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans