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Sponsor portfolio

PMA CONSULTANTS, LLC

EIN 38-3327768-management consulting-Latest filing 2025
Plans
3
Retirement
2
$60.9M assets
Welfare
1
$3.3M premiums
Participants
658
226 W. LIBERTY STREET - ANN ARBOR, MI 48104734-469-0530pmaconsultants.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
3 filings
#002401k-$59.7M - 376 part#001ProfitSharing-$1.2M - 4 part#510Mixed-$3.3M - 577 lives

Retirement portfolio analytics

2 plans aggregated / $60.9M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • AND RETIREMENT PLAN (#002)98%
  • & RETIREMENT PLAN (#001)2%
Total $60.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#002)376
  • & RETIREMENT PLAN (#001)4
Total 380Click row to drill in

Benefits portfolio analytics

1 plan / $3.3M premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Vision$3.1M
  • Prescription drug$3.1M
  • Other$261K
  • Life$189K
  • Short-term disability$189K
  • +1 more
Total $3.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $3.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • MARIANNE FARLEY59%
  • HYLANT GROUP INC33%
  • CENTRO BENEFITS RESEARCH LLC8%
Total $157K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PMA CONSULTANTS LLC 401(K) SAVINGS AND RETIREMENT PLAN

401k

Assets$59.7M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PMA CONSULTANTS, LLC SAVINGS & RETIREMENT PLAN

ProfitSharing

Assets$1.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PMA CONSULTANTS, LLC WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.3M
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PMA CONSULTANTS LLC 401(K) SAVINGS AND RETIREMENT PLAN401k$59.7M3762024
001PMA CONSULTANTS, LLC SAVINGS & RETIREMENT PLANProfitSharing$1.2M42025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PMA CONSULTANTS, LLC WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MICHIGAN$3.3M5772025
Retirement plans
Welfare plans
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