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Sponsor portfolio

PTM CORPORATION

EIN 38-1906661-Latest filing 2025
Plans
2
Retirement
1
$14.0M assets
Welfare
1
$631K premiums
Participants
524
6560 BETHUY ROAD - FAIR HAVEN, MI 48023586-725-2475
Plans on this EIN
2 filings
#001401k-$14.0M - 281 part#501Mixed-$631K - 408 lives

Benefits portfolio analytics

1 plan / $631K premiums / 408 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$306K
  • Other$115K
  • Life$89K
  • Dental$88K
  • Short-term disability$76K
  • Long-term disability$30K
  • +1 more
Total $631K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • ARDELLIS49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY35%
  • BLUE CROSS OF CALIFORNIA14%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY3%
Total $631K4 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MARSH & MCLENNAN AGENCY LLC40%
  • ASR CORPORATION39%
  • CENTRO BENEFITS RESEARCH LLC9%
  • REBECCA A MCLAUGHLAN5%
  • CHRISTOPHER M BOUSCHET5%
  • +1 more
Total $102K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PTM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$14.0M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PTM CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - ARDELLIS

Premiums$631K
Covered lives408
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PTM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST401k$14.0M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PTM CORPORATION EMPLOYEE BENEFITS PLANMixedARDELLIS$631K4082025
Retirement plans
Welfare plans
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