Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.6M
- Prescription drug$2.6M
Filings through .
Top hat
Pacific Retirement Services, Inc.
EIN 93-1067253non-profit organization managementLatest filing 2025
Plans
3
Retirement
1
$136.8M assets
Health & Benefits
2
$2.6M premiums
Participants
4,310
1 WEST MAIN ST., SUITE 303 - MEDFORD, OR 97501541-200-9092retirement.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $2.6M premiums / 160 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#006
PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN
401(k)
Assets$136.8M
Participants4,015
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512
PACIFIC RETIREMENT SERVICES, INC. CALIFORNIA MEDICAL PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$2.6M
Covered lives160
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
PACIFIC RETIREMENT SERVICES, INC. HRA PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | PACIFIC RETIREMENT SERVICES, INC. 401(K) PLAN | 401(k) | $136.8M | 4,015 | 2025 |
- #006 · 401(k) · 20254,015
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | PACIFIC RETIREMENT SERVICES, INC. CALIFORNIA MEDICAL PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $2.6M | 160 | 2025 |
| #511 | PACIFIC RETIREMENT SERVICES, INC. HRA PLAN | Self-funded | - | $0 | 0 | 2025 |
- #512 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025160
- #511 · Self-funded · 20250
Retirement plans
Health & Benefits plans