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Sponsor portfolioTH

AMERICAN PACIFIC MORTGAGE CORPORATION

EIN 68-0382674-financial services-Latest filing 2025
Plans
3
Retirement
2
$226.0M assets
Welfare
1
$21.0M premiums
Participants
9,559
3000 LAVA RIDGE CT STE 200 - ROSEVILLE, CA 95661916-960-1325apmortgage.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$153.4M - 3,904 part#002ESOP-$72.5M - 3,364 part#501Fully Insured-$21.0M - 3,169 lives

Retirement portfolio analytics

2 plans aggregated / $226.0M assets / 7,268 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CORPORATION 401K PLAN (#001)68%
  • EMPLOYEE STOCK OWNERSHIP (#002)32%
Total $226.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • AMERICAN UNITED LIFE INSURANCE CO68%
  • (Not disclosed)32%
Total $226.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION 401K PLAN (#001)3,904
  • EMPLOYEE STOCK OWNERSHIP (#002)3,364
Total 7,268Click row to drill in

Benefits portfolio analytics

1 plan / $21.0M premiums / 3,169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$18.8M
  • Prescription drug$18.8M
  • Dental$1.6M
  • Vision$1.6M
  • Life$459K
  • Other$154K
Total $21.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • CURALINC HEALTHCARE0%
  • +1 more
Total $21.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $979K1 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

AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN

401k

Assets$153.4M
Participants3,904
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN PACIFIC MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$72.5M
Participants3,364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN PACIFIC MORTGAGE HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$21.0M
Covered lives3,169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN PACIFIC MORTGAGE CORPORATION 401K PLAN401k$153.4M3,9042024
002AMERICAN PACIFIC MORTGAGE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$72.5M3,3642025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN PACIFIC MORTGAGE HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$21.0M3,1692025
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