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  2. PACESETTER CLAIMS SERVICE, INC.
Sponsor portfolio

PACESETTER CLAIMS SERVICE, INC.

EIN 73-1533956-insurance-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$1.7M premiums
Participants
420
3150 S BOULDER AVE - TULSA, OK 74019918-665-8887pacesetterclaims.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$3.0M - 153 part#501Fully Insured-$1.7M - 160 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • Other$125K
  • Dental$98K
Total $1.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • UNITED HEALTHCARE INSURANCE COMPANY87%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • DELTA DENTAL OF CALIFORNIA6%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • SUMMIT FINANCIAL GROUP INC.93%
  • ROGERS BENEFIT GROUP INC6%
  • ASSUREDPARTNERS1%
Total $93K3 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

PACESETTER CLAIMS SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$3.0M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACESETTER CLAIMS SERVICE, INC. HEALTH & WELFARE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.7M
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACESETTER CLAIMS SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$3.0M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACESETTER CLAIMS SERVICE, INC. HEALTH & WELFARE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.7M1602024
Retirement plans
Welfare plans
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