PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. POTENTIAL DEVELOPMENT PROGRAM, INC.
Sponsor portfolio

POTENTIAL DEVELOPMENT PROGRAM, INC.

EIN 34-0789759-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$1.0M premiums
Participants
306
2405 MARKET STREET - YOUNGSTOWN, OH 44507330-746-7641potentialdevelopment.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#003403b-$2.8M - 165 part#501Fully Insured-$1.0M - 142 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 142 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$125K
  • Vision$125K
  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • COMMUNITY INSURANCE COMPANY88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • BROKER'S ALLIANCE OF OHIO INC.76%
  • BROKERS ALLIANCE OF OHIO INC24%
  • LIFETIME FINANCIAL GROWTH OF N0%
Total $70K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

POTENTIAL DEVELOPMENT PROGRAM, INC. 403(B) PLAN

403b

Assets$2.8M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

POTENTIAL DEVELOPMENT PROGRAM, INC. HEALTH & WELFARE BENEFITS PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.0M
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003POTENTIAL DEVELOPMENT PROGRAM, INC. 403(B) PLAN403b$2.8M1652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501POTENTIAL DEVELOPMENT PROGRAM, INC. HEALTH & WELFARE BENEFITS PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.0M1422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica