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Sponsor portfolio

PACHULSKI STANG ZIEHL & JONES LLP

EIN 95-3823150-law practice-Latest filing 2025
Plans
4
Retirement
2
$166.3M assets
Welfare
2
$252K premiums
Participants
408
10100 SANTA MONICA BOULEVARD,, 13TH FLOOR - LOS ANGELES, CA 90067310-277-6910pszjlaw.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#001401k-$148.2M - 140 part#002401k-$18.1M - 42 part#502Fully Insured-$252K - 121 lives#503Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $166.3M assets / 182 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#001)89%
  • JONES LLP 401(K) (#002)11%
Total $166.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)140
  • JONES LLP 401(K) (#002)42
Total 182Click row to drill in

Benefits portfolio analytics

2 plans / $252K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$252K
  • Short-term disability$252K
  • Long-term disability$252K
  • Other$252K
Total $252K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $252K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $17K1 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

PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN

401k

Assets$148.2M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PACHULSKI STANG ZIEHL & JONES LLP 401(K) PLAN

401k

Assets$18.1M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LIFE AND DISABILITY

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$252K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#503

HEALTH AND WELFARE PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN401k$148.2M1402024
002PACHULSKI STANG ZIEHL & JONES LLP 401(K) PLAN401k$18.1M422024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LIFE AND DISABILITYFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$252K1212025
503HEALTH AND WELFARE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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