PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PLATINUM BENEFITS TEAM LLC
Sponsor portfolio

PLATINUM BENEFITS TEAM LLC

EIN 20-5229095-insurance-Latest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
8
1650 SYCAMORE AVE - BOHEMIA, NY 11716631-218-0111pbtins.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filings
#003CashBalance-$2.5M - 3 part#002401k-$514K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • CASH BALANCE PLAN (#003)83%
  • LLC 401K PLAN (#002)17%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PLAN (#002)5
  • CASH BALANCE PLAN (#003)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PLATINUM BENEFITS TEAM CASH BALANCE PLAN

CashBalance

Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PLATINUM BENEFITS TEAM LLC 401K PLAN

401k

Assets$514K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PLATINUM BENEFITS TEAM CASH BALANCE PLANCashBalance$2.5M32025
002PLATINUM BENEFITS TEAM LLC 401K PLAN401k$514K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica