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Sponsor portfolio

PACKAGING MATTERS LLC

EIN 84-4241591-Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$1.5M premiums
Participants
690
470 NOOR AVENUE, SUITE B - SOUTH SAN FRANCISCO, CA 94080415-307-8118
Plans on this EIN
2 filings
#001401k-$10.4M - 495 part#501Fully Insured-$1.5M - 197 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Life$73K
  • Long-term disability$73K
  • Other$73K
  • Dental$68K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN & TRUST91%
  • ANTHEM LIFE INSURANCE COMPANY9%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BNKV INSURANCE SOLUTIONS, INC.100%
Total $80K1 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

PACKAGING MATTERS, LLC 401(K) PLAN

401k

Assets$10.4M
Participants495
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACKAGING MATTERS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN & TRUST

Premiums$1.5M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACKAGING MATTERS, LLC 401(K) PLAN401k$10.4M4952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACKAGING MATTERS, LLC EMPLOYEE BENEFIT PLANFully InsuredUNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN & TRUST$1.5M1972025
Retirement plans
Welfare plans
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