Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
PANDO, LLC
EIN 88-3328544Latest filing 2025
Plans
5
Retirement
2
$42.2M assets
Welfare
3
$10.3M premiums
Participants
5,246
3555 FARNAM ST STE 301 - OMAHA, NE 681313317402-319-0639
Retirement portfolio analytics
2 plans aggregated / $42.2M assets / 2,119 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
91%top
- NORTH AMERICAN KTRADE ALLIANCE, LLC91%
- (Not disclosed)9%
Participants by plan
Active + retired + deferred vested
- PANDO 401(K) (#001)2,057
Benefits portfolio analytics
3 plans / $10.3M premiums / 3,127 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.8M
- Dental$796K
- Vision$796K
- Life$737K
- Short-term disability$737K
- Long-term disability$737K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- AMERITAS LIFE INSURANCE CORP.8%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
80%top
- MARSH & MCLENNAN AGENCY LLC80%
- HOLMES MURPHY & ASSOCIATES15%
- PANDO INSURANCE AGENCY, LLC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PANDO 401(K) PLAN
401k
Assets$38.3M
Participants2,057
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PANDO 401(K) PLAN - PRP
401k
Assets$3.9M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PANDO, LLC HEALTH PLAN
Fully Insured - BLUECROSS BLUESHIELD OF NEBRASKA
Premiums$8.8M
Covered lives699
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
PANDO, LLC DENTAL AND VISION PLAN
Fully Insured - AMERITAS LIFE INSURANCE CORP
Premiums$796K
Covered lives1,109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
PANDO, LLC ANCILLARY PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$737K
Covered lives1,319
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PANDO 401(K) PLAN | 401k | $38.3M | 2,057 | 2024 | |
| 002 | PANDO 401(K) PLAN - PRP | 401k | $3.9M | 62 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PANDO, LLC HEALTH PLAN | Fully Insured | BLUECROSS BLUESHIELD OF NEBRASKA | $8.8M | 699 | 2025 | |
| 502 | PANDO, LLC DENTAL AND VISION PLAN | Fully Insured | AMERITAS LIFE INSURANCE CORP | $796K | 1,109 | 2025 | |
| 503 | PANDO, LLC ANCILLARY PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $737K | 1,319 | 2025 |
Retirement plans
Welfare plans