What public Form 5500 filings show about the Pacific Life Insurance Company 401(k) plan — and how to find and check your own account.
Pacific Life Insurance Company (EIN 95-1079000) reports PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $1.8B in plan assets across 3,436 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Pacific Life Insurance Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Pacific Life Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INV CONSULTING, MORNINGSTAR INVESTMENT MANAGEMENT L, DELOITTE & TOUCHE LLP, METROPOLITAN LIFE INSURANCE, GROOM LAW GROUP.
