Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ProfitSharing
Fully Insured - CALIFORNIA PHYSICIANS' SERVICE
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PDF PRINT COMMUNICATIONS, INC. 401(K) PLAN | 401k | $3.7M | 128 | 2025 | |
| 001 | PACIFIC DATA FORMS, INC. PROFIT SHARING PLAN | ProfitSharing | $2.6M | 7 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PDF PRINT COMMUNICATIONS, INC. HEALTH AND WELFARE PLAN | Fully Insured | CALIFORNIA PHYSICIANS' SERVICE | $1.1M | 143 | 2025 |