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Sponsor portfolio

PETERSON BROS., INC.

EIN 25-1577831-Management of Companies and Enterprises-Latest filing 2025
Plans
3
Retirement
1
$7.6M assets
Welfare
2
$603K premiums
Participants
391
761 COMMONWEALTH DRIVE, SUITE 205 - WARRENDALE, PA 15086724-940-7554petersonbrosinc.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#001401k-$7.6M - 8 part#507Self Funded-$535K - 67 lives#506Mixed-$68K - 316 lives

Benefits portfolio analytics

2 plans / $603K premiums / 383 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$535K
  • Long-term disability$31K
  • Life$13K
  • Other$12K
  • Vision$8K
  • Short-term disability$3K
Total $603K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HM LIFE INSURANCE COMPANY89%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA10%
  • WORKPARTNERS1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $603K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LILLIS MCKIBBEN BONGIOVANNI & CO100%
Total $6K1 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 BROTHERS, INC. 401(K) RETIREMENT PLAN

401k

Assets$7.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PETERSON BROS., INC. GROUP MEDICAL PLAN (507)

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$535K
Covered lives67
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

PETERSON BROTHERS HEALTH AND WELFARE PLAN (506)

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$68K
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON BROTHERS, INC. 401(K) RETIREMENT PLAN401k$7.6M82025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PETERSON BROS., INC. GROUP MEDICAL PLAN (507)Self FundedHM LIFE INSURANCE COMPANY$535K672024
506PETERSON BROTHERS HEALTH AND WELFARE PLAN (506)MixedLIFE INSURANCE COMPANY OF NORTH AMERICA$68K3162024
Retirement plans
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