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Sponsor portfolio

PENTA GROUP, LLC

EIN 27-1181604-management consulting-Latest filing 2025
Plans
2
Retirement
1
$14.2M assets
Welfare
1
$1.9M premiums
Participants
652
805 15TH STREET NORTHWEST SUITE 700 - WASHINGTON, DC 20005202-822-1205pentagroup.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$14.2M - 428 part#501Fully Insured-$1.9M - 215 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$141K
  • Dental$138K
  • Vision$138K
  • Life$102K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • UNITEDHEALTHCARE INSURANCE COMPANY85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • STARMOUNT LIFE INSURANCE COMPANY7%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $120K1 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

PENTA GROUP 401(K) PLAN

401k

Assets$14.2M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENTA GROUP, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENTA GROUP 401(K) PLAN401k$14.2M4282025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENTA GROUP, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M2152025
Retirement plans
Welfare plans
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