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Sponsor portfolio

PK MANAGEMENT, LLC

EIN 26-1291107-Latest filing 2025
Plans
3
Retirement
1
$16.9M assets
Welfare
2
$621K premiums
Participants
1,330
25 WOODS LAKE ROAD, SUITE 714 - GREENVILLE, SC 29607864-242-9988
Plans on this EIN
3 filings
#001401k-$16.9M - 474 part#502Fully Insured-$339K - 339 lives#501Mixed-$283K - 575 lives

Benefits portfolio analytics

2 plans / $621K premiums / 914 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$399K
  • Other$399K
  • Short-term disability$278K
  • Long-term disability$278K
  • Dental$161K
  • Vision$61K
Total $621K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY64%
  • DELTA DENTAL OF CALIFORNIA26%
  • VISION SERVICE PLAN10%
Total $621K3 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • GALLAGHER BENEFIT SERVICES, INC.94%
  • PAYCHEX INSURANCE AGENCY, INC.4%
  • BENEFIT CONTROLS OF THE MIDLANDS2%
Total $85K3 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

PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$16.9M
Participants474
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PK MANAGEMENT VISION AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$339K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PK MANAGEMENT EMPLOYEE WELFARE PLAN

Mixed - DELTA DENTAL OF MISSOURI

Premiums$283K
Covered lives575
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PK MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST401k$16.9M4742024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PK MANAGEMENT VISION AND DISABILITY PLANFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$339K3392025
501PK MANAGEMENT EMPLOYEE WELFARE PLANMixedDELTA DENTAL OF MISSOURI$283K5752025
Retirement plans
Welfare plans
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