Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAYROLL & INSURANCE GROUP INC
EIN 01-0606601individual & family servicesLatest filing 2024
Plans
3
Retirement
2
$359.4M assets
Welfare
1
$255K premiums
Participants
2,383
555 SKOKIE BOULEVARD, SUITE 555 - NORTHBROOK, IL 60062847-480-4690LinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $359.4M assets / 2,313 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $255K premiums / 67 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$114K
- Short-term disability$114K
- Long-term disability$114K
- Stop-loss$109K
- Dental$26K
- Vision$6K
Carrier market share
Premium dollars by Schedule A carrier
45%top
- SUN LIFE ASSURANCE COMPANY OF CANADA45%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY43%
- STANDARD INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
76%top
- NFP INSURANCE SERVICES INC76%
- CENTRO BENEFITS RESEARCH LLC23%
- WATCHTOWER BENEFITS, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
METAL COMPANIES MULTI-EMPLOYER PENSION PLAN
TraditionalDB
Assets$200.2M
Participants1,102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
METAL COMPANIES 401(K) PLAN
401k
Assets$159.2M
Participants1,211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PAYROLL & INSURANCEGROUP WELFARE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$255K
Covered lives67
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | METAL COMPANIES MULTI-EMPLOYER PENSION PLAN | TraditionalDB | $200.2M | 1,102 | 2024 | |
| 003 | METAL COMPANIES 401(K) PLAN | 401k | $159.2M | 1,211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PAYROLL & INSURANCEGROUP WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $255K | 67 | 2024 |
Retirement plans
Welfare plans