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Sponsor portfolioTH

PACIFIC LEGAL FOUNDATION

EIN 94-2197343-law practice-Latest filing 2025
Plans
3
Retirement
1
$17.8M assets
Welfare
2
$183K premiums
Participants
466
555 CAPITOL MALL, SUITE 1290 - SACRAMENTO, CA 95814916-419-7111pacificlegal.orgLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001403b-$17.8M - 173 part#501Mixed-$183K - 269 lives#502Unknown-0 lives

Benefits portfolio analytics

2 plans / $183K premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$162K
  • Long-term disability$107K
  • Life$55K
  • Vision$21K
Total $183K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY89%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
Total $183K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $21K1 slice

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 LEGAL FOUNDATION 403(B) PLAN

403b

Assets$17.8M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC LEGAL FOUNDATION HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$183K
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PACIFIC LEGAL FOUNDATION ORGAN TRANSPLANT PLAN

Unknown

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PACIFIC LEGAL FOUNDATION 403(B) PLAN403b$17.8M1732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC LEGAL FOUNDATION HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$183K2692025
502PACIFIC LEGAL FOUNDATION ORGAN TRANSPLANT PLANUnknown-$002025
Retirement plans
Welfare plans
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