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Sponsor portfolio

PSG EQUITY L.L.C.

EIN 35-2498059-Latest filing 2025
Plans
2
Retirement
1
$42.6M assets
Welfare
1
$4.6M premiums
Participants
443
401 PARK DR, SUITE 204 - BOSTON, MA 02215617-544-8800
Plans on this EIN
2 filings
#001401k-$42.6M - 239 part#501Fully Insured-$4.6M - 475 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Dental$246K
  • Short-term disability$153K
  • Other$77K
  • Life$76K
  • Long-term disability$66K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
  • UNIMERICA INSURANCE COMPANY0%
Total $4.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $142K1 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

PSG EQUITY L.L.C. 401(K) PLAN

401k

Assets$42.6M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PSG EQUITY L. L. C. BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.6M
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PSG EQUITY L.L.C. 401(K) PLAN401k$42.6M2392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PSG EQUITY L. L. C. BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.6M4752025
Retirement plans
Welfare plans
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