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Sponsor portfolio

PF SERVICES, LLC

EIN 42-1482334-Latest filing 2025
Plans
5
Retirement
1
$5.2M assets
Welfare
4
$2.5M premiums
Participants
1,152
3826 460TH AVENUE - EMMETSBURG, IA 50536641-342-7362
Plans on this EIN
5 filings
#002401k-$5.2M - 332 part#501Fully Insured-$2.1M - 202 lives#502Fully Insured-$164K - 290 lives#504Mixed-$155K - 307 lives#503Fully Insured-$24K - 153 lives

Benefits portfolio analytics

4 plans / $2.5M premiums / 952 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$164K
  • Life$155K
  • Long-term disability$155K
  • Other$155K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
53%top
  • GALLAGHER BENEFIT SERVICES, INC.53%
  • AON CONSULTING INC47%
Total $28K2 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

PASSEL FARMS 401(K) PLAN

401k

Assets$5.2M
Participants332
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PF SERVICES MEDICAL PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.1M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PASSEL FARMS, LLC WELFARE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$164K
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

PF SERVICES LIFE & DISABILITY PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$155K
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PF SERVICES VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$24K
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PASSEL FARMS 401(K) PLAN401k$5.2M3322024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PF SERVICES MEDICAL PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.1M2022025
502PASSEL FARMS, LLC WELFARE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$164K2902025
504PF SERVICES LIFE & DISABILITY PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$155K3072025
503PF SERVICES VISION PLANFully InsuredVISION SERVICE PLAN$24K1532025
Retirement plans
Welfare plans
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