Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PAQ, INC.
EIN 68-0363934Retail TradeLatest filing 2024
Plans
3
Retirement
2
$168.2M assets
Welfare
1
$467K premiums
Participants
5,275
3021 REYNOLDS RANCH PARKWAY, SUITE 230 - LODI, CA 95240209-858-9411
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $168.2M assets / 3,412 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- TRANSAMERICA RETIREMENT SOLUTIONS51%
- (Not disclosed)49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $467K premiums / 1,894 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$462K
- Life$188K
- Short-term disability$5K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- AFLAC54%
- UNITED OF OMAHA LIFE INSURANCE COMPANY40%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD6%
Broker market share
Schedule A broker compensation
33%top
- USI INSURANCE SERVICES LLC33%
- FMLASOURCE INC22%
- LOCKTON COMPANIES, LLC15%
- PAULINE M. SIMPSON14%
- PETER JAMES SARANTIS5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FOOD 4 LESS SALARY SAVINGS PLAN
401k
Assets$85.1M
Participants1,856
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PAQ EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$83.1M
Participants1,556
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PAQ INC DBA FOOD 4 LESS EMPLOYEE HEALTH BENEFIT PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$467K
Covered lives1,894
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FOOD 4 LESS SALARY SAVINGS PLAN | 401k | $85.1M | 1,856 | 2024 | |
| 003 | PAQ EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $83.1M | 1,556 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PAQ INC DBA FOOD 4 LESS EMPLOYEE HEALTH BENEFIT PLAN | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $467K | 1,894 | 2024 |
Retirement plans
Welfare plans