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Sponsor portfolio

MISSION POOLS OF ESCONDIDO

EIN 95-2865944-construction-Latest filing 2025
Plans
3
Retirement
2
$12.1M assets
Welfare
1
$388K premiums
Participants
325
755 WEST GRAND AVENUE - ESCONDIDO, CA 92025760-743-2605missionpoos.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002401k-$7.3M - 268 part#003MoneyPurchase-$4.8M - 3 part#501Mixed-$388K - 54 lives

Retirement portfolio analytics

2 plans aggregated / $12.1M assets / 271 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • OF ESCONDIDO 401(K) (#002)60%
  • PURCHASE PLAN II (#003)40%
Total $12.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • OF ESCONDIDO 401(K) (#002)268
  • PURCHASE PLAN II (#003)3
Total 271Click row to drill in

Benefits portfolio analytics

1 plan / $388K premiums / 54 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • KAISER FOUNDATION HEALTH PLAN INC100%
Total $388K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PACIFIC STANDARD INSURANCE SERVICES100%
Total $20K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MISSION POOLS OF ESCONDIDO 401(K) PLAN

401k

Assets$7.3M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MISSION POOLS OF ESCONDIDO MONEY PURCHASE PLAN II

MoneyPurchase

Assets$4.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAISER FOUNDATION HEALTH PLAN INC.

Mixed - KAISER FOUNDATION HEALTH PLAN INC

Premiums$388K
Covered lives54
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MISSION POOLS OF ESCONDIDO 401(K) PLAN401k$7.3M2682024
003MISSION POOLS OF ESCONDIDO MONEY PURCHASE PLAN IIMoneyPurchase$4.8M32025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAISER FOUNDATION HEALTH PLAN INC.MixedKAISER FOUNDATION HEALTH PLAN INC$388K542024
Retirement plans
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