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Sponsor portfolioTH

PETER PAN BUS LINES, INC

EIN 04-2202752-transportation/trucking/railroad-Latest filing 2024
Plans
3
Retirement
2
$11.1M assets
Welfare
1
$1.4M premiums
Participants
491
UNION STATION - SUITE 300, 1 PETER PAN WAY - SPRINGFIELD, MA 01103800-237-8747peterpanbus.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#002401k-$6.3M - 73 part#001401k-$4.8M - 123 part#507Mixed-$1.4M - 295 lives

Retirement portfolio analytics

2 plans aggregated / $11.1M assets / 196 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN AND TRUST (#002)57%
  • FOR UNION EMPLOYEES (#001)43%
Total $11.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR UNION EMPLOYEES (#001)123
  • PLAN AND TRUST (#002)73
Total 196Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Long-term disability$27K
  • Life$21K
  • Short-term disability$21K
  • Other$4K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • AETNA LIFE INSURANCE COMPANY53%
  • HEALTH NEW ENGLAND, INC.45%
  • RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
  • +1 more
Total $1.4M6 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • UNKNOWN82%
  • HUB INTERNATIONAL MIDWEST LIMITED15%
  • STRANGLE AND DENIGRIS3%
Total $27K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST

401k

Assets$6.3M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES

401k

Assets$4.8M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

HEALTH INSURANCE FOR EES OF PETER PAN BUS LINES, INC.

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PETER PAN BUS LINES, INC PROFIT SHARING PLAN AND TRUST401k$6.3M732024
001PETER PAN BUS LINES, INC RETIREMENT PROGRAM FOR UNION EMPLOYEES401k$4.8M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507HEALTH INSURANCE FOR EES OF PETER PAN BUS LINES, INC.MixedAETNA LIFE INSURANCE COMPANY$1.4M2952024
Retirement plans
Welfare plans
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