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Sponsor portfolio

PE MANAGEMENT GROUP INC.

EIN 87-1034539-real estate-Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
$2.5M premiums
Participants
1,123
18029 CALLE AMBIENTE STE 500 - RANCHO SANTA FE, CA 92091858-755-0216pemginc.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$1.9M - 694 part#501Fully Insured-$2.5M - 439 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$293K
  • Other$274K
  • Vision$226K
  • Life$49K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • ANTHEM LIFE INSURANCE COMPANY11%
  • MEDIEXCEL HEALTH PLAN3%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • HUB INTERNATIONAL MIDWEST LIMITED74%
  • REUBEN WARNER ASSOCIATES, INC.26%
Total $208K2 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

PACIFICA ENTERPRISES AND COMPANIES 401(K) PLAN

401k

Assets$1.9M
Participants694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PE MANAGEMENT GROUP INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.5M
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFICA ENTERPRISES AND COMPANIES 401(K) PLAN401k$1.9M6942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PE MANAGEMENT GROUP INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.5M4392025
Retirement plans
Welfare plans
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