Form 5500 · Employee benefit plan · MEDFORD, OR
PACIFIC RETIREMENT SERVICES, INC.
Public Form 5500 records show how PACIFIC RETIREMENT SERVICES, INC. (MEDFORD, OR) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through KAISER FOUNDATION HEALTH PLAN, INC. and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 93-1067253 · plan 512 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 160 | September | $40,525 |
| WESTERN HEALTH ADVANTAGE | Health | 68 | September | $32,381 |
Questions
Who is PACIFIC RETIREMENT SERVICES, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PACIFIC RETIREMENT SERVICES, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does PACIFIC RETIREMENT SERVICES, INC. use?
PACIFIC RETIREMENT SERVICES, INC.'s benefit plan is written through KAISER FOUNDATION HEALTH PLAN, INC., among 2 disclosed carriers.
When does PACIFIC RETIREMENT SERVICES, INC.'s group plan renew?
The most recent Schedule A policy period for PACIFIC RETIREMENT SERVICES, INC. ended in September. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PACIFIC RETIREMENT SERVICES, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.