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Sponsor portfolio

PROPERTY MANAGEMENT PROFESSIONALS LLC

EIN 26-3986729-real estate-Latest filing 2024
Plans
2
Retirement
1
$1.1M assets
Welfare
1
$2.1M premiums
Participants
643
27220 TURNBERRY LANE SUITE 150 - VALENCIA, CA 91355661-295-1553LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$1.1M - 343 part#501Fully Insured-$2.1M - 274 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 274 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$147K
  • Life$32K
  • Other$32K
  • Vision$23K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CALIFORNIA PHYSICIANS SERVICE90%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • USI INSURANCE SERVICES LLC83%
  • MARSH & MCLENNAN AGENCY LLC17%
  • ENROLLEASE0%
Total $120K3 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

PROPERTY MANAGEMENT PROFESSIONALS 401(K) PLAN

401k

Assets$1.1M
Participants343
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROPERTY MANAGEMENT PROFESSIONALS, LLC HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.1M
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROPERTY MANAGEMENT PROFESSIONALS 401(K) PLAN401k$1.1M3432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROPERTY MANAGEMENT PROFESSIONALS, LLC HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.1M2742024
Retirement plans
Welfare plans
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