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  2. PRICESMART, INC.
Sponsor portfolioTH

PRICESMART, INC.

EIN 33-0628530-retail-Latest filing 2025
Plans
2
Retirement
1
$95.2M assets
Welfare
1
$10.0M premiums
Participants
1,380
9797 AERO DRIVE - SAN DIEGO, CA 92123858-404-8801pricesmart.comLinkedIn5001-10000 employeesretail
Plans on this EIN
2 filings
#002401k-$95.2M - 956 part#501Fully Insured-$10.0M - 963 lives

Benefits portfolio analytics

1 plan / $10.0M premiums / 963 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.6M
  • Prescription drug$9.6M
  • Dental$3.3M
  • Vision$3.3M
  • Other$364K
  • Life$229K
  • +1 more
Total $10.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • AETNA LIFE INSURANCE COMPANY87%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • HEALTH AND HUMAN RESOURCE CENTER0%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $10.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MERCER HEALTH AND BENEFITS, LLC82%
  • GALLAGHER BENEFIT SERVICES, INC.18%
  • US BENTEC WORKPLACE SOLUTIONS0%
Total $318K3 slices

Plan deep-dives

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

THE RETIREMENT PLAN OF PRICESMART, INC.

401k

Assets$95.2M
Participants956
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRICESMART, INC. WELFARE BENEFIT PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$10.0M
Covered lives963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE RETIREMENT PLAN OF PRICESMART, INC.401k$95.2M9562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRICESMART, INC. WELFARE BENEFIT PLANFully InsuredAETNA HEALTH, INC.$10.0M9632025
Retirement plans
Welfare plans
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