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Sponsor portfolio

PETERSON ENTERPRISES INC

EIN 20-8670746-Latest filing 2025
Plans
3
Retirement
1
$8.7M assets
Welfare
2
$1.1M premiums
Participants
394
8000 HALL STREET BLDG 6 - SAINT LOUIS, MO 63147314-652-1810
Plans on this EIN
3 filings
#001401k-$8.7M - 166 part#505Fully Insured-$1.1M - 191 lives#506Fully Insured-$51K - 114 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Long-term disability$31K
  • Other$31K
  • Life$20K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • UNITED HEALTHCARE INSURANCE COMPANY95%
  • HARTFORD LIFE AND ACCIDENT3%
  • UNITED HEALTHCARE INSURANC COMPANY2%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SJH AGENCY INC100%
Total $40K1 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

PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST

401k

Assets$8.7M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PETERSON ENTERPRISES INC HEALTH INSURANCE PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PETERSON ENTERPRISES INC LIFE AD&D & LTD PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$51K
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON ENTERPRISES, INC. 401K SAVINGS PLAN AND TRUST401k$8.7M1662024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PETERSON ENTERPRISES INC HEALTH INSURANCE PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$1.1M1912025
506PETERSON ENTERPRISES INC LIFE AD&D & LTD PLANFully InsuredHARTFORD LIFE AND ACCIDENT$51K1142025
Retirement plans
Welfare plans
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