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Sponsor portfolio

PENTON LEARNING SYSTEMS, L.L.C.

EIN 13-3839754-Latest filing 2025
Plans
2
Retirement
1
$34.7M assets
Welfare
1
$34K premiums
Participants
663
535 5TH AVENUE - 8TH FLOOR - NEW YORK, NY 10017212-885-2671LinkedIn201-500 employees
Plans on this EIN
2 filings
#001401k-$34.7M - 376 part#501Mixed-$34K - 295 lives

Benefits portfolio analytics

1 plan / $34K premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$19K
  • Other$19K
  • Vision$16K
Total $34K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA55%
  • UNITEDHEALTHCARE INSURANCE COMPANY45%
Total $34K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CONNER STRONG & BUCKELEW100%
Total $4K1 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

PENTON LEARNING SYSTEMS, L.L.C. 401(K) PLAN

401k

Assets$34.7M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENTON LEARNING SYSTEMS, L.L.C. EMPLOYEE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$34K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENTON LEARNING SYSTEMS, L.L.C. 401(K) PLAN401k$34.7M3762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENTON LEARNING SYSTEMS, L.L.C. EMPLOYEE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$34K2952025
Retirement plans
Welfare plans
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