Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#001)$165.4M
- JONES LLP 401(K) (#002)$20.4M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $185.8M assets / 187 participants
Share of aggregate retirement assets
Active + retired + deferred vested
2 plans / $252K premiums / 121 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | 401(k) | $165.4M | 148 | 2025 |
| #002 | PACHULSKI STANG ZIEHL & JONES LLP 401(K) PLAN | 401(k) | $20.4M | 39 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | LIFE AND DISABILITY | Fully insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $252K | 121 | 2025 |
| #503 | HEALTH AND WELFARE PLAN | Self-funded | - | $0 | 0 | 2025 |