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Sponsor portfolio

PROFESSIONAL GROUP PLANS

EIN 11-3144545-insurance-Latest filing 2025
Plans
3
Retirement
2
$45.4M assets
Welfare
1
$2.0M premiums
Participants
479
225 WIRELESS BOULEVARD, SUITE 200 - HAUPPAUGE, NY 11788631-951-9200pgpbenefits.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001401k-$32.1M - 144 part#002TraditionalDB-$13.4M - 133 part#501Fully Insured-$2.0M - 137 lives

Retirement portfolio analytics

2 plans aggregated / $45.4M assets / 277 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLANS, INC. 401(K) (#001)71%
  • DEFINED BENEFIT PENSION (#002)29%
Total $45.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLANS, INC. 401(K) (#001)144
  • DEFINED BENEFIT PENSION (#002)133
Total 277Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 137 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Other$198K
  • Dental$185K
  • Vision$185K
  • Life$185K
  • Long-term disability$185K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PROFESSIONAL GROUP PLANS INC100%
Total $42K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN

401k

Assets$32.1M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PROFESSIONAL GROUP PLANS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$13.4M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROFESSIONAL GROUP PLANS EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.0M
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN401k$32.1M1442024
002PROFESSIONAL GROUP PLANS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$13.4M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROFESSIONAL GROUP PLANS EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.0M1372025
Retirement plans
Welfare plans
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