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PACIFIC STATES PETROLEUM

EIN 38-3646048-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$31.7M assets
Welfare
1
$2.8M premiums
Participants
537
2278 PIKE COURT, SUITE A - CONCORD, CA 94520800-679-1700pacstatespetro.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
3 filings
#003ESOP-$19.5M - 167 part#001401k-$12.3M - 234 part#501Fully Insured-$2.8M - 319 lives

Retirement portfolio analytics

2 plans aggregated / $31.7M assets / 401 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#003)61%
  • PLAN & TRU (#001)39%
Total $31.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • (Not disclosed)61%
  • MERRILL LYNCH PIERCE FENNER & SMITH39%
Total $31.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRU (#001)234
  • EMPLOYEE STOCK OWNERSHIP (#003)167
Total 401Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 319 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$381K
  • Vision$381K
  • Life$381K
  • Short-term disability$381K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • KAISER FOUNDATION HEALTH PLAN INC86%
  • SUN LIFE ASSURANCE COMPANY OF CANADA14%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INTERWEST INSURANCE SERVICES, LLC100%
Total $158K1 slice

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 STATES PETROLEUM EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$19.5M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU

401k

Assets$12.3M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC STATES PETROLEUM HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.8M
Covered lives319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PACIFIC STATES PETROLEUM EMPLOYEE STOCK OWNERSHIP PLANESOP$19.5M1672024
001PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU401k$12.3M2342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC STATES PETROLEUM HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.8M3192025
Retirement plans
Welfare plans
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