Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$306K
- Dental$222K
- Vision$222K
- Other$136K
- Life$101K
- Long-term disability$86K
- +1 more
Filings through .
Sponsor portfolioTH
Planned Companies Holding, Inc
EIN 37-1559272real estateLatest filing 2025
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$679K premiums
Participants
4,403
150 SMITH ROAD - PARSIPPANY, NJ 07054973-240-0080plannedcompanies.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $679K premiums / 344 covered livesPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLANNED COMPANIES 401(K) PLAN
401(k)
Assets$13.3M
Participants4,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PLANNED COMPANIES HOLDING, INC., EMPLOYEE BENEFITS PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$679K
Covered lives344
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLANNED COMPANIES 401(K) PLAN | 401(k) | $13.3M | 4,076 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PLANNED COMPANIES HOLDING, INC., EMPLOYEE BENEFITS PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $679K | 344 | 2025 |
Retirement plans
Welfare plans