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Sponsor portfolio

EPAC HOLDINGS, LLC

EIN 82-1266270-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$3.1M premiums
Participants
757
1155 CAMINO DEL MAR, SUITE 737 - DEL MAR, CA 92014754-220-9277
Plans on this EIN
2 filings
#001401k-$9.9M - 420 part#501Fully Insured-$3.1M - 500 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$2.9M
  • Other$257K
  • Life$247K
  • Short-term disability$180K
  • Long-term disability$180K
  • +1 more
Total $3.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • JANUS ASSOCIATES, INC. DBA BHS0%
Total $3.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • SAHOURI INSURANCE AGENCY & ASSOC89%
  • SAHOURI INSURANCE & AGCY ASSOC INC11%
Total $182K2 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

EPAC 401(K) PLAN

401k

Assets$9.9M
Participants420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EPAC HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$3.1M
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EPAC 401(K) PLAN401k$9.9M4202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EPAC HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$3.1M5002024
Retirement plans
Welfare plans
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