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Sponsor portfolio

PACASO INC.

EIN 84-4106896-real estate-Latest filing 2025
Plans
2
Retirement
1
$5.5M assets
Welfare
1
$2.6M premiums
Participants
312
18 EAST 4TH STREET, # 902 - CINCINNATI, OH 45202512-375-3430pacaso.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$5.5M - 174 part#501Fully Insured-$2.6M - 234 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Other$245K
  • Dental$243K
  • Vision$243K
  • Life$243K
  • Short-term disability$243K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • FOUR EVER LIFE INSURANCE COMPANY0%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $135K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PACASO 401(K) PLAN

401k

Assets$5.5M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACASO INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.6M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACASO 401(K) PLAN401k$5.5M1742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACASO INC. EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.6M2342025
Retirement plans
Welfare plans
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