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Sponsor portfolio

PEARCE SERVICES, LLC

EIN 46-5721882-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$33.6M assets
Welfare
1
$3.8M premiums
Participants
5,239
1222 VINE STREET, SUITE 301 - PASO ROBLES, CA 93446805-400-6170pearce-services.comLinkedIn1001-5000 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$33.6M - 2,753 part#524Fully Insured-$3.8M - 2,673 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 2,673 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Health$1.7M
  • Dental$1.6M
  • Vision$1.6M
  • Life$1.6M
  • Short-term disability$1.6M
  • +1 more
Total $3.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • KAISER FOUNDATION HEALTH PLAN INC44%
  • SUN LIFE ASSURANCE COMPANY OF CANADA41%
  • FIRST STOP HEALTH12%
  • AFLAC4%
Total $3.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • ACRISURE LLC71%
  • GROUP BENEFITS LTD15%
  • TRACY HINRICHS6%
  • ABD INS. AND FINANCIAL SVCS., INC.4%
  • THERESA GOMEZ2%
  • +3 more
Total $448K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$33.6M
Participants2,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#524

PEARCE SERVICES, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$3.8M
Covered lives2,673
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEARCE SERVICES, LLC 401(K) PROFIT SHARING PLAN401k$33.6M2,7532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
524PEARCE SERVICES, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$3.8M2,6732025
Retirement plans
Welfare plans
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