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Sponsor portfolio

PACIFICA GRADUATE INSTITUTE

EIN 77-0119973-higher education-Latest filing 2025
Plans
3
Retirement
2
$28.9M assets
Welfare
1
$1.2M premiums
Participants
683
249 LAMBERT RD - CARPINTERIA, CA 930133019805-976-6158pacifica.eduLinkedIn51-200 employeeshigher education
Plans on this EIN
3 filings
#001401k-$17.9M - 405 part#002ESOP-$11.0M - 157 part#501Fully Insured-$1.2M - 121 lives

Retirement portfolio analytics

2 plans aggregated / $28.9M assets / 562 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • GRADUATE INSTITUTE 401(K) (#001)62%
  • EMPLOYEES' RETIREMENT PLAN (#002)38%
Total $28.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GRADUATE INSTITUTE 401(K) (#001)405
  • EMPLOYEES' RETIREMENT PLAN (#002)157
Total 562Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.0M
  • Vision$1.0M
  • Prescription drug$167K
  • Long-term disability$23K
  • Life$11K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • ANTHEM LIFE INSURANCE COMPANY83%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • STANDARD INSURANCE COMPANY3%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ENTENTE ADMINISTRATORS, LLC67%
  • DIGITAL INSURANCE LLC29%
  • PROFESSIONAL GROUP PLANS INC3%
Total $66K3 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

PACIFICA GRADUATE INSTITUTE 401(K) PLAN

401k

Assets$17.9M
Participants405
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PACIFICA GRADUATE INSTITUTE EMPLOYEES' RETIREMENT PLAN

ESOP

Assets$11.0M
Participants157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFICA GRADUATE INSTITUTE HEALTH & WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$1.2M
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACIFICA GRADUATE INSTITUTE 401(K) PLAN401k$17.9M4052024
002PACIFICA GRADUATE INSTITUTE EMPLOYEES' RETIREMENT PLANESOP$11.0M1572024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFICA GRADUATE INSTITUTE HEALTH & WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$1.2M1212025
Retirement plans
Welfare plans
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