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Sponsor portfolio

PALOMAR HOLDINGS, INC.

EIN 83-3972551-graphic design-Latest filing 2025
Plans
2
Retirement
1
$32.0M assets
Welfare
1
$262K premiums
Participants
749
7979 IVANHOE AVE, STE 500 - LA JOLLA, CA 92037973-979-1329palomarsign.comLinkedIn1-10 employeesgraphic design
Plans on this EIN
2 filings
#001401k-$32.0M - 511 part#501Mixed-$262K - 422 lives

Benefits portfolio analytics

1 plan / $262K premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$158K
  • Short-term disability$104K
  • Long-term disability$104K
  • Life$98K
Total $262K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $262K1 slice

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $58K2 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

PALOMAR HOLDINGS, INC. 401(K) PLAN

401k

Assets$32.0M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PALOMAR HOLDINGS, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$262K
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PALOMAR HOLDINGS, INC. 401(K) PLAN401k$32.0M5112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PALOMAR HOLDINGS, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$262K4222025
Retirement plans
Welfare plans
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