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  2. PACIFIC OFFICE AUTOMATION, INC.
Sponsor portfolio

PACIFIC OFFICE AUTOMATION, INC.

EIN 93-0665413-business supplies and equipment-Latest filing 2025
Plans
2
Retirement
1
$157.4M assets
Welfare
1
$408K premiums
Participants
2,850
14747 NW GREENBRIER PARKWAY - BEAVERTON, OR 97006503-641-2000pacificoffice.comLinkedIn1001-5000 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$157.4M - 1,438 part#502Fully Insured-$408K - 1,809 lives

Benefits portfolio analytics

1 plan / $408K premiums / 1,809 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$262K
  • Health$178K
  • Prescription drug$140K
  • Life$133K
  • Other$133K
  • Dental$8K
  • +1 more
Total $408K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • UNIVERSITY HEALTH ALLIANCE34%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
  • PRINCIPAL LIFE INSURANCE COMPANY20%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • +1 more
Total $408K6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • IMA, INC.84%
  • J.L. JONES INSURANCE SERVICES, LLC16%
Total $28K2 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

PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN

401k

Assets$157.4M
Participants1,438
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PACIFIC OFFICE AUTOMATION EMPLOYEE BENEFIT PLAN

Fully Insured - UNIVERSITY HEALTH ALLIANCE

Premiums$408K
Covered lives1,809
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC OFFICE AUTOMATION CAPITAL ACCUMULATION PLAN401k$157.4M1,4382024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PACIFIC OFFICE AUTOMATION EMPLOYEE BENEFIT PLANFully InsuredUNIVERSITY HEALTH ALLIANCE$408K1,8092025
Retirement plans
Welfare plans
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