Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $26.2M assets / 824 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.5M premiums / 142 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Money purchase
Fully insured - KAISER PERMANENTE
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PACIFIC UTILITY INSTALLATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $18.1M | 218 | 2025 |
| #001 | PACIFIC UTILITY INSTALLATION, INC. 401(K) RETIREMENT SAVINGS PLAN | 401(k) | $5.1M | 227 | 2025 |
| #002 | THE CONTRACTORS RETIREMENT PLAN | Money purchase | $3.0M | 379 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PACIFIC UTILITY INSTALLATION INC, HEALTH & WELFARE BENEFITS PLAN | Fully insured | KAISER PERMANENTE | $1.5M | 142 | 2025 |