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  2. CHARLES PANKOW BUILDERS, LTD
Sponsor portfolio

CHARLES PANKOW BUILDERS, LTD

EIN 95-4045641-Latest filing 2025
Plans
2
Retirement
1
$64.9M assets
Welfare
1
$2.5M premiums
Participants
514
199 S. LOS ROBLES AVENUE, SUITE 300 - PASADENA, CA 91101626-304-1190
Plans on this EIN
2 filings
#001401k-$64.9M - 333 part#501Mixed-$2.5M - 486 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 486 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Vision$826K
  • Other$64K
  • Life$42K
  • Long-term disability$32K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • AETNA LIFE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • AFLAC1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • COMPSYCH0%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • IMA, INC.98%
  • JESSE RAMOS0%
  • RENEE SUZANNE CORSO0%
  • TANYA S. JONES0%
  • AVANT-GARDE INSURANCE SOLUTIONS0%
  • +3 more
Total $108K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PANKOW EMPLOYEES' PROFIT SHARING PLAN

401k

Assets$64.9M
Participants333
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLES PANKOW BUILDERS MAJOR MEDICAL PLAN

Mixed - AETNA HEALTH, INC.

Premiums$2.5M
Covered lives486
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANKOW EMPLOYEES' PROFIT SHARING PLAN401k$64.9M3332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLES PANKOW BUILDERS MAJOR MEDICAL PLANMixedAETNA HEALTH, INC.$2.5M4862025
Retirement plans
Welfare plans
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