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PAN-PACIFIC HOLDINGS CORPORATION

EIN 47-4758602-individual & family services-Latest filing 2025
Plans
6
Retirement
2
$136.1M assets
Welfare
4
$2.4M premiums
Participants
1,325
18250 EUCLID ST. - FOUNTAIN VALLEY, CA 92708949-474-9170LinkedIn51-200 employeesindividual & family services
Plans on this EIN
6 filings
#002ESOP-$118.5M - 284 part#003401k-$17.6M - 281 part#501Fully Insured-$2.0M - 251 lives#504Fully Insured-$211K - 376 lives#505Fully Insured-$70K - 213 lives#506Fully Insured-$27K - 227 lives

Retirement portfolio analytics

2 plans aggregated / $136.1M assets / 565 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • EMPLOYEE STOCK OWNERSHIP (#002)87%
  • SAVINGS RETIREMENT PLAN (#003)13%
Total $136.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)284
  • SAVINGS RETIREMENT PLAN (#003)281
Total 565Click row to drill in

Benefits portfolio analytics

4 plans / $2.4M premiums / 1,067 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$211K
  • Vision$70K
  • Life$27K
  • Other$27K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • KAISER FOUNDATION HEALTH PLAN INC87%
  • DELTA DENTAL OF CALIFORNIA9%
  • VISION SERVICE PLAN3%
  • SYMETRA LIFE INSURANCE COMPANY1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • REX KLEIN INSURANCE SERVICES, LLC97%
  • ALLIED ADMINISTRATORS3%
Total $106K2 slices

Plan deep-dives

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

PAN-PACIFIC HOLDINGS CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$118.5M
Participants284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN

401k

Assets$17.6M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PAN-PACIFIC MECHANICAL HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.0M
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PAN-PACIFIC MECHANICAL DENTAL PLAN

Fully Insured - DELTA DENTAL OF CALIFORNIA

Premiums$211K
Covered lives376
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PAN-PACIFIC MECHANICAL VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$70K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PAN-PACIFIC MECHANICAL LIFE ADD PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$27K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PAN-PACIFIC HOLDINGS CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$118.5M2842025
003PAN-PACIFIC HOLDINGS CORPORATION SAVINGS RETIREMENT PLAN401k$17.6M2812024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PAN-PACIFIC MECHANICAL HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.0M2512025
504PAN-PACIFIC MECHANICAL DENTAL PLANFully InsuredDELTA DENTAL OF CALIFORNIA$211K3762025
505PAN-PACIFIC MECHANICAL VISION PLANFully InsuredVISION SERVICE PLAN$70K2132025
506PAN-PACIFIC MECHANICAL LIFE ADD PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$27K2272025
Retirement plans
Welfare plans
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