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Sponsor portfolioTH

PACE SUPPLY CORPORATION

EIN 68-0335304-wholesale-Latest filing 2025
Plans
3
Retirement
2
$389.4M assets
Welfare
1
$11.3M premiums
Participants
4,721
P.O. BOX 6407 - ROHNERT PARK, CA 94927707-545-7101pacesupply.comLinkedIn1001-5000 employeeswholesale
Plans on this EIN
3 filings
#001ESOP-$276.4M - 1,506 part#003401k-$113.1M - 1,676 part#510Fully Insured-$11.3M - 3,606 lives

Retirement portfolio analytics

2 plans aggregated / $389.4M assets / 3,182 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • EMPLOYEE STOCK OWNERSHIP (#001)71%
  • SUPPLY CORP. 401(K) (#003)29%
Total $389.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SUPPLY CORP. 401(K) (#003)1,676
  • EMPLOYEE STOCK OWNERSHIP (#001)1,506
Total 3,182Click row to drill in

Benefits portfolio analytics

1 plan / $11.3M premiums / 3,606 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.9M
  • Prescription drug$9.5M
  • Other$1.3M
  • Life$900K
  • Short-term disability$900K
  • Long-term disability$900K
  • +2 more
Total $11.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • KAISER FOUNDATION HEALTH PLAN INC84%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • SPRING HEALTH1%
  • +1 more
Total $11.3M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $381K1 slice

Plan deep-dives

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

PACE SUPPLY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$276.4M
Participants1,506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PACE SUPPLY CORP. 401(K) PLAN

401k

Assets$113.1M
Participants1,676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PACE SUPPLY CORP. WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$11.3M
Covered lives3,606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACE SUPPLY CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$276.4M1,5062025
003PACE SUPPLY CORP. 401(K) PLAN401k$113.1M1,6762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PACE SUPPLY CORP. WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$11.3M3,6062025
Retirement plans
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