Sponsor portfolioTH

PROJECT MANAGEMENT INSTITUTE INC.

EIN 23-1887442professional training & coachingLatest filing 2025

Plans

Retirement

$101.4M assets

Welfare

$11.0M premiums

Participants

1,327

18 CAMPUS BOULEVARD, SUITE 150 - NEWTOWN SQUARE, PA 19073610-356-4600projectmanagement.comLinkedIn501-1000 employeesprofessional training & coaching

Plans on this EIN

2 filings

#003401k-$101.4M - 735 part #501Mixed-$11.0M - 743 lives

Benefits portfolio analytics

1 plan / $11.0M premiums / 743 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Health$8.2M
Prescription drug$3.6M
Other$293K
Life$194K
Long-term disability$181K
Short-term disability$143K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

81%top

BLUE CROSS OF CALIFORNIA81%
KEYSTONE HEALTH PLAN EAST13%
NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK5%
VISION SERVICE PLAN1%
METROPOLITAN LIFE INSURANCE COMPANY1%
+2 more

Broker market share

Schedule A broker compensation

Single broker

100%top

MARSH & MCLENNAN AGENCY LLC100%

Plan deep-dives

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

Retirement#003

PROJECT MANAGEMENT INSTITUTE EMPLOYEE SAVINGS PLAN

401k

Assets$101.4M

Participants735

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501