Form 5500 · Employee benefit plan · NEWPORT BEACH, CA
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIS TOWERS WATSON INS SVCS WEST. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 33-0629048 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 2,158 | December | $70,111 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 2,162 | December | $43,517 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 937 | December | $16,672 |
| KAISER FOUNDATION HEALTH PLAN INC. | Health | 410 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental, Vision | 49 | December | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 2,385 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Dental | 251 | December | $0 |
Questions
Who is PACIFIC INVESTMENT MANAGEMENT COMPANY LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PACIFIC INVESTMENT MANAGEMENT COMPANY LLC's broker of record is WILLIS TOWERS WATSON INS SVCS WEST.
What insurance carrier does PACIFIC INVESTMENT MANAGEMENT COMPANY LLC use?
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 7 disclosed carriers.
When does PACIFIC INVESTMENT MANAGEMENT COMPANY LLC's group plan renew?
The most recent Schedule A policy period for PACIFIC INVESTMENT MANAGEMENT COMPANY LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PACIFIC INVESTMENT MANAGEMENT COMPANY LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.