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  2. TRANSPACIFIC FINANCIAL INC.
Sponsor portfolio

TRANSPACIFIC FINANCIAL INC.

EIN 95-4838892-insurance-Latest filing 2025
Plans
2
Retirement
1
$5.0M assets
Welfare
1
$970K premiums
Participants
269
185 W. CHESTNUT AVE. - MONROVIA, CA 91016626-447-7888transpacificagency.comLinkedIn201-500 employeesinsurance
Plans on this EIN
2 filings
#001401k-$5.0M - 151 part#501Fully Insured-$970K - 169 lives

Benefits portfolio analytics

1 plan / $970K premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$970K
  • Dental$970K
  • Vision$970K
Total $970K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $970K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • TRANSGLOBAL BENEFITS LLC71%
  • REUBEN WARNER ASSOCIATES, INC.29%
Total $67K2 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

TRANSGLOBAL HOLDING COMPANY 401(K) PLAN

401k

Assets$5.0M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRANSGLOBAL INSURANCE AGENCY INC HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY

Premiums$970K
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRANSGLOBAL HOLDING COMPANY 401(K) PLAN401k$5.0M1512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRANSGLOBAL INSURANCE AGENCY INC HEALTH AND WELFARE PLANFully InsuredANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY$970K1692025
Retirement plans
Welfare plans
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