Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.8M
- Prescription drug$6.8M
- Dental$323K
- Vision$298K
- Long-term disability$263K
- Other$196K
- +2 more
Sponsor portfolio
PRH INVESTMENTS, LLC THE RELATED GROUP, LLC
EIN 26-3667573real estateLatest filing 2025
Plans
2
Retirement
1
$40.5M assets
Welfare
1
$7.8M premiums
Participants
1,764
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.8M premiums / 891 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- AFLAC1%
- ACE AMERICAN INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
96%top
- MERCER HEALTH AND BENEFITS, LLC96%
- EILEEN SANCHEZ MEDINA3%
- INNOVATIVE WORKPLACE BENEFITS0%
- TOMAS E FLORES0%
- ACI0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE RELATED GROUP 401K SAVINGS PLAN
401k
Assets$40.5M
Participants920
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE RELATED GROUP HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$7.8M
Covered lives891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE RELATED GROUP 401K SAVINGS PLAN | 401k | $40.5M | 920 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE RELATED GROUP HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $7.8M | 891 | 2025 |
Retirement plans
Welfare plans