Pacific Life Insurance Company Retirement Incentive Savings Plan — Form 5500 plan (Pacific Life Insurance Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pacific Life Insurance Company Retirement Incentive Savings Plan is a benefit plan reported by Pacific Life Insurance Company under EIN 95-1079000 and plan number 007. The latest loaded filing year is 2023. The filing reports 4,814 participants and $1,596,156,511 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacific Life Insurance Company
- EIN
- 95-1079000
- Plan number
- 007
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 4,814
- End-of-year plan assets
- $1,596,156,511
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,814 | H, C | 20240712153618NAL0011435523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,596,156,511
- Total liabilities (EOY)
- $187,893
- Net assets (EOY)
- $1,595,968,618
- Net assets (BOY)
- $1,370,680,524
Income & contributions
- Employer contributions
- $47,945,840
- Participant contributions
- $46,933,759
- Total contributions
- $109,331,655
- Total income / additions
- $347,042,584
Expenses & distributions
- Benefits paid
- $121,020,487
- Administrative expenses
- $699,063
- Total expenses
- $121,754,490
- Net increase / (decrease)
- $225,288,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $285,726 | $0 | 2023 |
| Groom Law Group, Charter | INVESTMENT ADVISORY | $155,691 | not reported in the loaded dataset | 2023 |
| Mercer Inv Consulting | INVESTMENT ADVISORY | $103,396 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance | CONTRACT ADMINSTRATOR | $97,986 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | INVESTMENT ADVISORY | $56,264 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacific Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Principal Life Insurance Company — Schedule C compensation
- Groom Law Group, Charter — Schedule C compensation
- Mercer Inv Consulting — Schedule C compensation
- Metropolitan Life Insurance — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation