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Sponsor portfolioWelfare / HealthEIN 93-1067253

PACIFIC RETIREMENT SERVICES, INC.

1 WEST MAIN STREET, SUITE 303 · MEDFORD, OR 97501
5418577646
Plans filed
2
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$2.6M
No prior year
Persons covered
160
No prior year
Total participants
295
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #512$2.6M
PACIFIC RETIREMENT SERVICES, INC. CALIFORNIA MEDICAL PLAN
Fully insured160 covered·2 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.
Plan #511$0
PACIFIC RETIREMENT SERVICES, INC. HRA PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.6M50.0%
Prescription drug$2.6M50.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$1.9M72.5%11160
WESTERN HEALTH ADVANTAGE
EIN 680393304
HRx
$703K27.5%1168

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAKAISER FOUNDATION HEALTH PLAN, INC., WESTERN HEALTH ADVANTAGE$73K$0$73K100.0%1

History & trajectory

4 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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