Assets by plan
Share of aggregate retirement assets
Filings through .
Professional Group Plans, Inc.
EIN 11-3144545insuranceLatest filing 2025
Plans
3
Retirement
2
$54.3M assets
Health & Benefits
1
$2.0M premiums
Participants
497
225 WIRELESS BOULEVARD - HAUPPAUGE, NY 11788631-951-9200pgpbenefits.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $54.3M assets / 295 participants
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN
401(k)
Assets$38.0M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PROFESSIONAL GROUP PLANS, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$16.3M
Participants145
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PROFESSIONAL GROUP PLANS EMPLOYEE BENEFITS PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives137
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PROFESSIONAL GROUP PLANS, INC. 401(K) PLAN | 401(k) | $38.0M | 150 | 2025 |
| #002 | PROFESSIONAL GROUP PLANS, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $16.3M | 145 | 2025 |
- #001 · 401(k) · 2025150
- #002 · Traditional DB · 2025145
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PROFESSIONAL GROUP PLANS EMPLOYEE BENEFITS PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 137 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025137
Retirement plans
Health & Benefits plans