Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$451K
- Dental$266K
- Other$122K
- Life$115K
- Long-term disability$115K
- Vision$48K
Sponsor portfolio
PANDI CAPITAL LLC
EIN 27-1779970sportsLatest filing 2024
Plans
2
Retirement
1
$31.4M assets
Welfare
1
$887K premiums
Participants
1,240
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $887K premiums / 494 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- GERBER LIFE INSURANCE COMPANY51%
- DELTA DENTAL OF CALIFORNIA30%
- UNITED OF OMAHA LIFE INSURANCE COMPANY13%
- VISION SERVICE PLAN5%
- NEW DIRECTIONS BEHAVIORAL HEALTH1%
Broker market share
Schedule A broker compensation
100%top
- BUKATY COMPANIES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PANDI CAPITAL LLC 401(K) PLAN
401k
Assets$31.4M
Participants746
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
PANDI CAPITAL, LLC BENEFITS PLAN
Mixed - GERBER LIFE INSURANCE COMPANY
Premiums$887K
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PANDI CAPITAL LLC 401(K) PLAN | 401k | $31.4M | 746 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | PANDI CAPITAL, LLC BENEFITS PLAN | Mixed | GERBER LIFE INSURANCE COMPANY | $887K | 494 | 2024 |
Retirement plans
Welfare plans