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Sponsor portfolio

PREIT SERVICES, LLC

EIN 23-3075151-Latest filing 2025
Plans
2
Retirement
1
$53.1M assets
Welfare
1
$2.2M premiums
Participants
534
2005 MARKET STREET, SUITE 1120 - PHILADELPHIA, PA 19103215-875-0700
Plans on this EIN
2 filings
#002401k-$53.1M - 380 part#502Mixed-$2.2M - 261 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$94K
  • Life$58K
  • Long-term disability$39K
  • Vision$19K
  • +1 more
Total $2.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • NFP INSURANCE SERVICES INC68%
  • CONNER STRONG & BUCKELEW32%
Total $151K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN

401k

Assets$53.1M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PREIT SERVICES, LLC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - INDEPENDENCE BLUE CROSS

Premiums$2.2M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN401k$53.1M3802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PREIT SERVICES, LLC EMPLOYEE WELFARE BENEFIT PLANMixedINDEPENDENCE BLUE CROSS$2.2M2612025
Retirement plans
Welfare plans
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