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Sponsor portfolio

THE PMT GROUP, INC.

EIN 06-0500150-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$27.3M assets
Welfare
1
$2.1M premiums
Participants
310
800 UNION AVENUE - BRIDGEPORT, CT 06607203-367-8675
Plans on this EIN
2 filings
#003401k-$27.3M - 191 part#501Mixed-$2.1M - 119 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Other$131K
  • Life$123K
  • Long-term disability$123K
  • Vision$14K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARVARD PILGRIM HEALTH CARE93%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DOMINION NATIONAL1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • DAVID GLADE2%
Total $64K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PMT GROUP, INC. PROFIT SHARING 401(K) PLAN

401k

Assets$27.3M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PMT GROUP, INC. EMPLOYEE WELFARE PLAN

Mixed - HARVARD PILGRIM HEALTH CARE OF NE INC -MA

Premiums$2.1M
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PMT GROUP, INC. PROFIT SHARING 401(K) PLAN401k$27.3M1912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PMT GROUP, INC. EMPLOYEE WELFARE PLANMixedHARVARD PILGRIM HEALTH CARE OF NE INC -MA$2.1M1192025
Retirement plans
Welfare plans
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