Overview

Plan Rating

BrightScope Rating
74
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (37)
Average in Peer Group (75)
Highest in Peer Group (90)

Plan Description

Pan-American Life Insurance Company Savings and Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Account Balances. Pan-American Life Insurance Company Savings and Retirement Plan currently has over 600 active participants and over $56.5M in plan assets.

Did you know?

For the average 401k participant, the 16 point difference between this plan's BrightScope Rating (74) and the top rated plan (90) could equate to:
11
Additional years of work
69,150
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 60219
  • Location
    New Orleans , LA
  • 70130
  • Industry
    Finance and Insurance
  • Administrator
    Margo Cooper
  • Net Plan Assets
    $56,500,000
  • Total Participants
    680
  • Avg Account Balance
    $91,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Above Average
Account Balance:
Above Average
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Investments

Investment Menu Stats

# of Investment Options

26

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Minnesota Life General Account 30%
N/A
Invesco Comstock 8%
N/A
Winslow Capital Management Large Cap Growth 7%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Minnesota Life
Administration
Minnesota Life
Recordkeeper
Minnesota Life
Auditor
Bourgeois Bennett LLC