PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. P.P.E.P., INC.
Sponsor portfolioTH

P.P.E.P., INC.

EIN 23-7232227-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$4.2M assets
Welfare
1
$246K premiums
Participants
769
802 EAST 46TH STREET - TUCSON, AZ 85713520-622-3553
Plans on this EIN
2 filings
#001401k-$4.2M - 430 part#501Mixed-$246K - 339 lives

Benefits portfolio analytics

1 plan / $246K premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$68K
  • Other$61K
  • Dental$59K
  • Life$42K
  • Short-term disability$40K
  • Vision$18K
Total $246K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY61%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • VISION SERVICE PLAN7%
Total $246K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CBIZ BENEFITS & INSURANCE SERVICES100%
Total $29K1 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

P.P.E.P. & AFFILIATES 401(K) PLAN

401k

Assets$4.2M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PPEP & AFFILIATES HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$246K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001P.P.E.P. & AFFILIATES 401(K) PLAN401k$4.2M4302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PPEP & AFFILIATES HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$246K3392025
Retirement plans
Welfare 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