Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE TRUSTEES OF THE ILWU-PMA WELFARE PLAN
EIN 94-6068578insuranceLatest filing 2025
Plans
3
Retirement
2
$21.9M assets
Welfare
1
$235.8M premiums
Participants
24,844
1188 FRANKLIN STREET, SUITE 300 - SAN FRANCISCO, CA 94109415-673-8500LinkedIn1-10 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.9M assets / 85 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $235.8M premiums / 42,634 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$175.1M
- Prescription drug$175.1M
- Dental$43.5M
- Life$14.1M
- Vision$12.7M
- Other$1.0M
Carrier market share
Premium dollars by Schedule A carrier
74%top
- KAISER FOUNDATION HEALTH PLAN INC74%
- DELTA DENTAL OF CALIFORNIA12%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN5%
- HARBOR DENTAL ASSOCIATES1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ILWU-PMA BENEFIT PLANS 401(K) PLAN FOR MANAGEMENT EMPLOYEES
401k
Assets$12.4M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ILWU-PMA BENEFIT PLANS 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401k
Assets$9.4M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ILWU-PMA WELFARE PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN SO CALIFORNIA
Premiums$235.8M
Covered lives42,634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ILWU-PMA BENEFIT PLANS 401(K) PLAN FOR MANAGEMENT EMPLOYEES | 401k | $12.4M | 33 | 2025 | |
| 002 | ILWU-PMA BENEFIT PLANS 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | 401k | $9.4M | 52 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ILWU-PMA WELFARE PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN SO CALIFORNIA | $235.8M | 42,634 | 2025 |
Retirement plans
Welfare plans