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Sponsor portfolio

PDS CONSULTANTS, INC.

EIN 11-3124680-Latest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$3.8M premiums
Participants
1,317
3801 BISHOP LANE - LOUISVILLE, KY 40218502-813-3340
Plans on this EIN
2 filings
#003401k-$16.9M - 676 part#501Fully Insured-$3.8M - 634 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 634 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Life$389K
  • Short-term disability$389K
  • Long-term disability$389K
  • Other$389K
  • +2 more
Total $3.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • ANTHEM LIFE INSURANCE COMPANY89%
  • HARTFORD LIFE AND ACCIDENT10%
  • DELTA DENTAL OF CALIFORNIA0%
Total $3.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MERCER HEALTH AND BENEFITS, LLC77%
  • FOUNDATION RISK PARTNERS CORP13%
  • JAMES R NELLIGAN & ASSOCIATES LLC10%
  • ASSUREDPARTNERS0%
Total $183K4 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

PDS KO 401(K) PLAN

401k

Assets$16.9M
Participants676
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PDS CONSULTANTS, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KY, INC.

Premiums$3.8M
Covered lives634
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003PDS KO 401(K) PLAN401k$16.9M6762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PDS CONSULTANTS, INC. EMPLOYEE BENEFITS PLANFully InsuredANTHEM HEALTH PLANS OF KY, INC.$3.8M6342025
Retirement plans
Welfare plans
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