Back to Inbox
Pacific Logistics Corp
Received Mar 2, 2026 at 3:00 PM
88%
Complete
Overview
Group Size
289 employees
Covered Lives
578
Industry
Transportation
SIC Code
4213
Plan Type
self funded
Effective Date
2026-05-01
Specific Deductible
$75,000
Aggregate Deductible
$180,000
Documents
📊
Census_Complete.xlsx
456 KB • Uploaded 3:01 PM
📄
Claims_24Mo.pdf
3.4 MB • Uploaded 3:01 PM
📊
Large_Claimants.xlsx
267 KB • Uploaded 3:01 PM
📄
Plan_Design.pdf
1.2 MB • Uploaded 3:01 PM
📄
Current_Policy.pdf
1.0 MB • Uploaded 3:01 PM
📄
Case_Notes.pdf
456 KB • Uploaded 3:01 PM
Checklist Validation
10 of 10 items
census
Group Census with DOB/ZipRequired
claims
24-Month Claims HistoryRequired
Large Claimant Report ($25K+)Required
Case Management Notes
Pharmacy Claims Data
plan design
Specific Deductible RequestedRequired
Aggregate Deductible RequestedRequired
Plan Design Document (SPD)Required
current policy
Current Stop-Loss PolicyRequired
other
Industry/SIC CodeRequired
Missing Items
- •Pharmacy claims data
Broker Information
Name
David Kim
david.transport@pacific-ben.com
Extracted Data
current Carrier
Sun Life
current Premium
$1,250,000
loss Ratio
74%