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Sponsor portfolio

PDDA HOLDINGS, LLC

EIN 20-5189445-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$40.6M assets
Welfare
1
$229K premiums
Participants
1,281
8330 STATE ROAD - PHILADELPHIA, PA 19136215-335-0500pennpowergroup.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$32.5M - 603 part#003401k-$8.1M - 167 part#510Mixed-$229K - 511 lives

Retirement portfolio analytics

2 plans aggregated / $40.6M assets / 770 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • LLC NON-UNION 401(K) (#001)80%
  • LLC UNION 401(K) (#003)20%
Total $40.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $40.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC NON-UNION 401(K) (#001)603
  • LLC UNION 401(K) (#003)167
Total 770Click row to drill in

Benefits portfolio analytics

1 plan / $229K premiums / 511 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$229K
  • Life$143K
  • Long-term disability$143K
Total $229K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA62%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY35%
  • CURALINC HEALTHCARE3%
Total $229K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $17K1 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

PENN POWER GROUP, LLC NON-UNION 401(K) PLAN

401k

Assets$32.5M
Participants603
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PENN POWER GROUP, LLC UNION 401(K) PLAN

401k

Assets$8.1M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PDDA HOLDINGS, LLC WELFARE BENEFITS WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$229K
Covered lives511
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENN POWER GROUP, LLC NON-UNION 401(K) PLAN401k$32.5M6032024
003PENN POWER GROUP, LLC UNION 401(K) PLAN401k$8.1M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PDDA HOLDINGS, LLC WELFARE BENEFITS WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$229K5112025
Retirement plans
Welfare plans
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