Assets by plan
Share of aggregate retirement assets
- PLAN & TRU (#001)$16.4M
Filings through .
Pacific States Petroleum
EIN 38-3646048oil & energyLatest filing 2025
Plans
3
Retirement
2
$47.0M assets
Health & Benefits
1
$2.8M premiums
Participants
569
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $47.0M assets / 433 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$30.5M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
PACIFIC STATES PETROLEUM EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$30.5M
Participants185
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU
401(k)
Assets$16.4M
Participants248
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PACIFIC STATES PETROLEUM HEALTH & WELFARE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.8M
Covered lives319
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PACIFIC STATES PETROLEUM EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $30.5M | 185 | 2025 |
| #001 | PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU | 401(k) | $16.4M | 248 | 2025 |
- #003 · ESOP · 2025185
- #001 · 401(k) · 2025248
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PACIFIC STATES PETROLEUM HEALTH & WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.8M | 319 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025319
Retirement plans
Health & Benefits plans