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Sponsor portfolio

PACIFIC UTILITY INSTALLATION INC.

EIN 33-0741430-construction-Latest filing 2025
Plans
4
Retirement
3
$25.4M assets
Welfare
1
$1.5M premiums
Participants
933
510 MALLOY CT - CORONA, CA 92878714-970-6430pacificutility.comLinkedIn201-500 employeesconstruction
Plans on this EIN
4 filings
#003ESOP-$18.1M - 216 part#001401k-$4.3M - 217 part#002MoneyPurchase-$3.0M - 379 part#501Fully Insured-$1.5M - 142 lives

Retirement portfolio analytics

3 plans aggregated / $25.4M assets / 812 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#003)71%
  • 401(K) RETIREMENT Savings (#001)17%
  • CONTRACTORS RETIREMENT PLAN (#002)12%
Total $25.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRACTORS RETIREMENT PLAN (#002)379
  • 401(K) RETIREMENT Savings (#001)217
  • EMPLOYEE STOCK OWNERSHIP (#003)216
Total 812Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$57K
  • Vision$14K
  • Other$2K
Total $1.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
40%top
  • KAISER FOUNDATION HEALTH PLAN INC40%
  • ANTHEM LIFE INSURANCE COMPANY39%
  • UNITEDHEALTHCARE INSURANCE COMPANY14%
  • DELTA DENTAL OF CALIFORNIA4%
  • HEALTH NET3%
  • +2 more
Total $1.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • MARION DOUGLAS FNCL & INS SVCS91%
  • COMPREHENSIVE BENEFIT ADMINISTRATOR9%
Total $78K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PACIFIC UTILITY INSTALLATION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$18.1M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PACIFIC UTILITY INSTALLATION, INC. 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$4.3M
Participants217
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CONTRACTORS RETIREMENT PLAN

MoneyPurchase

Assets$3.0M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC UTILITY INSTALLATION INC, HEALTH & WELFARE BENEFITS PLAN

Fully Insured - KAISER PERMANENTE

Premiums$1.5M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003PACIFIC UTILITY INSTALLATION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$18.1M2162024
001PACIFIC UTILITY INSTALLATION, INC. 401(K) RETIREMENT SAVINGS PLAN401k$4.3M2172024
002THE CONTRACTORS RETIREMENT PLANMoneyPurchase$3.0M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC UTILITY INSTALLATION INC, HEALTH & WELFARE BENEFITS PLANFully InsuredKAISER PERMANENTE$1.5M1422025
Retirement plans
Welfare plans
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