Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $45.3M assets / 563 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $326K premiums / 226 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Mixed - DELTA DENTAL OF NEW JERSEY, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | 401(k) | $25.9M | 298 | 2025 |
| #003 | PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.4M | 265 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | PTA CORPORATION WELFARE BENEFITS PLAN | Mixed | DELTA DENTAL OF NEW JERSEY, INC. | $326K | 226 | 2025 |