Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Life$813K
- Long-term disability$544K
- Vision$412K
- Health$66K
- Dental$66K
- +1 more
Sponsor portfolio
PTC INC.
EIN 04-2866152Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$856.0M assets
Welfare
1
$2.3M premiums
Participants
6,288
121 SEAPORT BLVD, SUITE 1700 - BOSTON, MA 02210781-370-5586
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 2,515 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY58%
- VISION SERVICE PLAN15%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY14%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- AETNA LIFE INSURANCE COMPANY4%
- +3 more
Broker market share
Schedule A broker compensation
69%top
- MARSH & MCLENNAN AGENCY LLC69%
- MERCER HEALTH AND BENEFITS, LLC29%
- HUB INTERNATIONAL MIDWEST LIMITED2%
- TRINQUE, KENNETH C0%
- WILLIS TOWERS WATSON US LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PTC 401K SAVINGS PLAN
401k
Assets$856.0M
Participants4,066
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517
PTC INC. EMPLOYEE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.3M
Covered lives2,515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PTC 401K SAVINGS PLAN | 401k | $856.0M | 4,066 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 517 | PTC INC. EMPLOYEE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.3M | 2,515 | 2024 |
Retirement plans
Welfare plans