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Sponsor portfolio

PF, LLC

EIN 20-0903358-Latest filing 2025
Plans
3
Retirement
1
$7.8M assets
Welfare
2
$882K premiums
Participants
490
500 CHESTERFIELD PKWY - MALVERN, PA 19355443-485-5322
Plans on this EIN
3 filings
#001401k-$7.8M - 153 part#501Self Funded-$751K - 112 lives#502Mixed-$131K - 225 lives

Benefits portfolio analytics

2 plans / $882K premiums / 337 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$751K
  • Other$131K
  • Dental$130K
  • Life$130K
  • Short-term disability$130K
Total $882K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY85%
  • METROPOLITAN LIFE INSURANCE COMPANY15%
  • REVIVEHEALTH0%
  • EVEREST REINSURANCE COMPANY0%
Total $882K4 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • DIGITAL INSURANCE LLC56%
  • ENROLLEASE44%
Total $15K2 slices

Plan deep-dives

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

PF, LLC 401(K) P/S PLAN

401k

Assets$7.8M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PF, LLC GROUP MEDICAL PLAN

Self Funded - FAIR AMERICAN INSURANCE AND REINSURANCE COMPANY

Premiums$751K
Covered lives112
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PF, LLC GROUP INSURANCE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$131K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PF, LLC 401(K) P/S PLAN401k$7.8M1532024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PF, LLC GROUP MEDICAL PLANSelf FundedFAIR AMERICAN INSURANCE AND REINSURANCE COMPANY$751K1122025
502PF, LLC GROUP INSURANCE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$131K2252025
Retirement plans
Welfare plans
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