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Sponsor portfolio

KEYSTONE PACIFIC PROPERTY MANAGEMENT LLC

EIN 81-4443112-real estate-Latest filing 2025
Plans
3
Retirement
2
$19.5M assets
Welfare
1
$3.3M premiums
Participants
949
240 COMMERCE, SUITE 200 - IRVINE, CA 92602949-833-2600kppm.comLinkedIn201-500 employeesreal estate
Plans on this EIN
3 filings
#001401k-$16.5M - 459 part#002401k-$3.0M - 88 part#501Fully Insured-$3.3M - 385 lives

Retirement portfolio analytics

2 plans aggregated / $19.5M assets / 547 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • KEYSTONE PACIFIC 401(K) (#001)85%
  • ASSOCIATION SALARY Savings (#002)15%
Total $19.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KEYSTONE PACIFIC 401(K) (#001)459
  • ASSOCIATION SALARY Savings (#002)88
Total 547Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 385 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$2.6M
  • Vision$2.6M
  • Prescription drug$2.6M
  • Other$121K
  • Life$99K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • SELECTHEALTH4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • +3 more
Total $3.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • HEFFERNAN INSURANCE BROKERS98%
  • THE AGURS GROUP INC.0%
  • DINO J. CICCONE0%
  • PAYCHEX INSURANCE AGENCY, INC.0%
  • ZENAT SHARIFF BELKIN0%
  • +3 more
Total $192K8 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

KEYSTONE PACIFIC 401(K) PLAN

401k

Assets$16.5M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE MANOR ASSOCIATION SALARY SAVINGS PLAN

401k

Assets$3.0M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEYSTONE PACIFIC PROPERTY MANAGEMENT LLC WELFARE BENEFITS PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$3.3M
Covered lives385
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEYSTONE PACIFIC 401(K) PLAN401k$16.5M4592024
002THE MANOR ASSOCIATION SALARY SAVINGS PLAN401k$3.0M882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEYSTONE PACIFIC PROPERTY MANAGEMENT LLC WELFARE BENEFITS PLANFully InsuredBLUE SHIELD OF CALIFORNIA$3.3M3852025
Retirement plans
Welfare plans
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