PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SCORICA MANAGEMENT CO. LLC
Sponsor portfolio

SCORICA MANAGEMENT CO. LLC

EIN 84-1668636-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
2
$2.1M assets
Welfare
1
Participants
9
65-1230 MAMALAHOA HIGHWAY, SUITE, A-20 - KAMUELA, HI 96743808-885-7300
Plans on this EIN
3 filings
#002TraditionalDB-$1.9M - 3 part#001ProfitSharing-$182K - 3 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • DEFINED BENEFIT PENSION (#002)91%
  • PROFIT SHARING PLAN (#001)9%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SCORICA MANAGEMENT CO. LLC PROFIT SHARING PLAN

ProfitSharing

Assets$182K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLANTraditionalDB$1.9M32024
001SCORICA MANAGEMENT CO. LLC PROFIT SHARING PLANProfitSharing$182K32024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica