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Filings through Oct 24, 2026.

Sponsor portfolio

PTS Advance

EIN 33-0658910-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$34.3M assets
Welfare
1
$3.8M premiums
Participants
1,920
1775 FLIGHT WAY, SUITE 100 - TUSTIN, CA 92782713-832-8022
Plans on this EIN
2 filings
#001401(k)-$34.3M - 1,140 part#502Fully insured-$3.8M - 742 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 742 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Other$3.1M
  • Prescription drug$302K
  • Dental$208K
  • Vision$208K
  • Life$78K
  • +2 more
Total $3.8M8 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PTS ADVANCE 401(K) PLAN

401(k)

Assets$34.3M
Participants1,140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PTS ADVANCE HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS OF CALIFORNIA

Premiums$3.8M
Covered lives742
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PTS ADVANCE 401(K) PLAN401(k)$34.3M1,1402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PTS ADVANCE HEALTH & WELFARE PLANFully insuredBLUE CROSS OF CALIFORNIA$3.8M7422025
Retirement plans
Welfare plans
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