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  2. PACIFIC RIM CAPITAL, INC.
Sponsor portfolio

PACIFIC RIM CAPITAL, INC.

EIN 33-0426801-financial services-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$1.2M premiums
Participants
230
525 TECHNOLOGY DRIVE, SUITE 400 - IRVINE, CA 926181390949-389-0800pacificrimcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$7.2M - 109 part#501Mixed-$1.2M - 197 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$948K
  • Prescription drug$853K
  • Dental$119K
  • Life$119K
  • Other$117K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • CALIFORNIA PHYSICIANS SERVICE70%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • BLUE CROSS OF CALIFORNIA2%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • NFP INSURANCE SERVICES INC87%
  • TOTALIS BENEFITS7%
  • REUBEN WARNER ASSOCIATES, INC.5%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $66K4 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

PACIFIC RIM CAPITAL, INC.

401k

Assets$7.2M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC RIM CAPITAL, INC. & TELEMETRYX HEALTH AND WELFARE PLAN

Mixed - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.2M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC RIM CAPITAL, INC.401k$7.2M1092025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC RIM CAPITAL, INC. & TELEMETRYX HEALTH AND WELFARE PLANMixedCALIFORNIA PHYSICIANS' SERVICE$1.2M1972025
Retirement plans
Welfare plans
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