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Sponsor portfolioTH

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD.

EIN 99-0108050-insurance-Latest filing 2024
Plans
3
Retirement
2
$45.2M assets
Welfare
1
$1.4M premiums
Participants
540
1440 KAPIOLANI BLVD., SUITE 1700 - HONOLULU, HI 968143698808-955-2236pacificguardian.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#002401k-$23.6M - 199 part#001TraditionalDB-$21.5M - 198 part#501Fully Insured-$1.4M - 174 lives

Retirement portfolio analytics

2 plans aggregated / $45.2M assets / 397 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CO., LTD. 401(K) (#002)52%
  • LTD. RETIREMENT PLAN (#001)48%
Total $45.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO., LTD. 401(K) (#002)199
  • LTD. RETIREMENT PLAN (#001)198
Total 397Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 174 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Life$64K
  • Long-term disability$64K
  • Dental$64K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • HAWAII MEDICAL SERVICE ASSOCIATION53%
  • UNIVERSITY HEALTH ALLIANCE35%
  • KAISER FOUNDATION HEALTH PLAN INC8%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ADVANTAGE INSURANCE SERVICES, INC.100%
  • PEACHTREE PLANNING OF GEORGIA0%
Total $28K2 slices

Plan deep-dives

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

PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN

401k

Assets$23.6M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. RETIREMENT PLAN

TraditionalDB

Assets$21.5M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PACIFIC GUARDIAN LIFE INSURANCE WELFARE BENEFIT PLAN

Fully Insured - HAWAII MEDICAL SERVICE ASSOCIATION

Premiums$1.4M
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN401k$23.6M1992024
001PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. RETIREMENT PLANTraditionalDB$21.5M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PACIFIC GUARDIAN LIFE INSURANCE WELFARE BENEFIT PLANFully InsuredHAWAII MEDICAL SERVICE ASSOCIATION$1.4M1742024
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