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Sponsor portfolio

PACIFICSOURCE

EIN 46-3939584-insurance-Latest filing 2025
Plans
5
Retirement
2
$210.8M assets
Welfare
3
Participants
5,397
555 INTERNATIONAL WAY - SPRINGFIELD, OR 974771098541-686-1242LinkedIn1001-5000 employeesinsurance
Plans on this EIN
5 filings
#002401k-$183.9M - 2,315 part#001TraditionalDB-$26.9M - 237 part#501Self Funded-0 lives#502Self Funded-0 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $210.8M assets / 2,552 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PACIFICSOURCE 401(K) (#002)87%
  • PACIFICSOURCE PENSION (#001)13%
Total $210.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PACIFICSOURCE 401(K) (#002)2,315
  • PACIFICSOURCE PENSION (#001)237
Total 2,552Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PACIFICSOURCE 401(K) PLAN

401k

Assets$183.9M
Participants2,315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PACIFICSOURCE PENSION PLAN

TraditionalDB

Assets$26.9M
Participants237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFICSOURCE - FLEX SPENDING ACCOUNT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PACIFICSOURCE - EMPLOYEE HEALTH INSURANCE

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PACIFICSOURCE - EMPLOYEE LIFE & DISABILITY

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PACIFICSOURCE 401(K) PLAN401k$183.9M2,3152024
001PACIFICSOURCE PENSION PLANTraditionalDB$26.9M2372024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFICSOURCE - FLEX SPENDING ACCOUNT PLANSelf Funded-$002025
502PACIFICSOURCE - EMPLOYEE HEALTH INSURANCESelf Funded-$002025
503PACIFICSOURCE - EMPLOYEE LIFE & DISABILITYSelf Funded-$002025
Retirement plans
Welfare plans
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