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Sponsor portfolio

PEOPLE'S TRUST INSURANCE CO.

EIN 26-1716465-insurance-Latest filing 2024
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$3.5M premiums
Participants
933
18 PEOPLE'S TRUST WAY - DEERFIELD BEACH, FL 33441561-417-1104peoplestrustinsurance.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$19.9M - 585 part#501Fully Insured-$3.5M - 375 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 375 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$3.4M
  • Vision$3.4M
  • Life$59K
  • Other$59K
  • Short-term disability$54K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • AETNA LIFE INSURANCE COMPANY97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • PCF INSURANCE SERVICES OF THE WEST92%
  • GALLAGHER BENEFIT SERVICES, INC.7%
  • LEVI & ASSOCIATES INSURANCE1%
  • PLANSOURCE BENEFIT ADMINISTRATION1%
Total $157K4 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

PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$19.9M
Participants585
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEOPLE'S TRUST INSURANCE CO. WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEOPLE'S TRUST INSURANCE CO 401(K) PROFIT SHARING PLAN & TRUST401k$19.9M5852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEOPLE'S TRUST INSURANCE CO. WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$3.5M3752024
Retirement plans
Welfare plans
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