Regency Pacific Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Regency Pacific Management, LLC (EIN 26-4432432) is a plan sponsor located in Bellevue, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-4432432
Location
Bellevue, WA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Regency Pacific Management, LLC

  • 2 loaded plans hold $5.2M in reported assets.
  • The largest, Regency Pacific 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,265 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.2MSummed across loaded plans$5,224,546
Total reported assets$5.2M$5,224,546
Total reported participants3.3K3,265
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5.2M total assets
Net assets$5.2MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$885.9K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$368.5K
Total expenses$432.7K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Regency Pacific 401(K) Retirement Plan
Participants per plan1,633Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2,286 participants · 2023
  2. 2
    Regency Health Benefits Plannot reported in the loaded dataset
    Plan #501 · 979 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Regency Pacific Management, LLC. Open one for its full reported snapshot.

  1. 2023
    Regency Health Benefits Plan979 participants · 2No schedules
    View filing →
  2. 2023
    Regency Pacific 401(K) Retirement Plan2,286 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Regency Pacific Management, LLC report on Form 5500?
Regency Pacific Management, LLC (EIN 26-4432432) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Regency Pacific Management, LLC?
The Employer Identification Number (EIN) reported for Regency Pacific Management, LLC is 26-4432432.
What is the latest Form 5500 filing year for Regency Pacific Management, LLC?
The latest loaded Form 5500 filing year for Regency Pacific Management, LLC is 2023.

Related Form 5500 pages