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Sponsor portfolio

PCS RETIREMENT, LLC

EIN 23-3038464-Information-Latest filing 2025
Plans
2
Retirement
1
$37.2M assets
Welfare
1
$4.6M premiums
Participants
864
112 S. FRENCH STREET, SUITE 105 - WILMINGTON, DE 19801267-675-6727
Plans on this EIN
2 filings
#001ProfitSharing-$37.2M - 537 part#502Fully Insured-$4.6M - 977 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 977 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Life$341K
  • Short-term disability$341K
  • Long-term disability$341K
  • Other$341K
  • +2 more
Total $4.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
Total $4.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
39%top
  • MY BENEFIT ADVISOR LLC39%
  • ROGERS BENEFIT GROUP INC33%
  • USI INSURANCE SERVICES LLC22%
  • EMERSON REID LLC6%
Total $298K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIDUCIARY SERVICES GROUP 401(K) PLAN

ProfitSharing

Assets$37.2M
Participants537
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FSG PARENT L.P WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives977
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FIDUCIARY SERVICES GROUP 401(K) PLANProfitSharing$37.2M5372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FSG PARENT L.P WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$4.6M9772025
Retirement plans
Welfare plans
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