Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$564K
- Dental$64K
- Vision$64K
- Life$64K
- Short-term disability$64K
- Long-term disability$64K
- +1 more
Sponsor portfolio
PTR GROUP, LP
EIN 20-3067226venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$628K premiums
Participants
337
15 CHURCH STREET - WHEATLAND, PA 16161724-981-4461LinkedIn51-200 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $628K premiums / 155 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- NATIONAL HEALTH INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
77%top
- DAVID M EWONCE77%
- ASSUREDPARTNERS14%
- THE HORTON GROUP5%
- GIS BENEFITS INC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PTR GROUP 401(K) PLAN
401k
Assets$3.5M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PTR GROUP, LP HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - NATIONAL HEALTH INSURANCE COMPANY
Premiums$628K
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PTR GROUP 401(K) PLAN | 401k | $3.5M | 182 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PTR GROUP, LP HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | NATIONAL HEALTH INSURANCE COMPANY | $628K | 155 | 2025 |
Retirement plans
Welfare plans