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Sponsor portfolioTH

PACIFIC RETIREMENT SERVICES, INC.

EIN 93-1067253-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$111.8M assets
Welfare
2
$2.6M premiums
Participants
4,103
1 WEST MAIN STREET, SUITE 303 - MEDFORD, OR 97501541-857-7646retirement.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#006401k-$111.8M - 3,808 part#512Fully Insured-$2.6M - 160 lives#511Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.6M premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
Total $2.6M2 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • KAISER FOUNDATION HEALTH PLAN INC73%
  • WESTERN HEALTH ADVANTAGE27%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $73K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN

401k

Assets$111.8M
Participants3,808
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

PACIFIC RETIREMENT SERVICES, INC. CALIFORNIA MEDICAL PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.6M
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

PACIFIC RETIREMENT SERVICES, INC. HRA PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN401k$111.8M3,8082024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
512PACIFIC RETIREMENT SERVICES, INC. CALIFORNIA MEDICAL PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$2.6M1602025
511PACIFIC RETIREMENT SERVICES, INC. HRA PLANSelf Funded-$002025
Retirement plans
Welfare plans
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