Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROMESA, INC.
EIN 13-2663328hospital & health careLatest filing 2025
Plans
4
Retirement
2
$46.2M assets
Welfare
2
$1.2M premiums
Participants
4,856
1776 CLAY AVENUE - BRONX, NY 104577239718-299-1100promesa.orgLinkedIn201-500 employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $46.2M assets / 1,618 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.2M premiums / 2,198 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$625K
- Dental$625K
- Life$621K
- Short-term disability$621K
- Long-term disability$621K
- Other$621K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- AETNA LIFE INSURANCE COMPANY50%
- HARTFORD LIFE AND ACCIDENT50%
Broker market share
Schedule A broker compensation
100%top
- EDGEWOOD PARTNERS INSURANCE CENTER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PROMESA, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$23.6M
Participants834
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PROMESA MANAGEMENT PLAN
401k
Assets$22.6M
Participants784
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PROMESA, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$1.2M
Covered lives2,198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PROMESA, INC. EMPLOYEE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROMESA, INC. 401(K) PROFIT SHARING PLAN | 401k | $23.6M | 834 | 2024 | |
| 003 | PROMESA MANAGEMENT PLAN | 401k | $22.6M | 784 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PROMESA, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $1.2M | 2,198 | 2025 | |
| 501 | PROMESA, INC. EMPLOYEE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans