Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Prescription drug$2.1M
- Life$224K
- Short-term disability$224K
- Long-term disability$224K
- +2 more
Sponsor portfolio
PORTMAN HOLDINGS, LLC
EIN 45-0609938Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
1
$23.0M assets
Welfare
1
$2.3M premiums
Participants
231
303 PEACHTREE CENTER AVE. NE STE 57 - ATLANTA, GA 30303404-614-5219
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 237 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY10%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PORTMAN 401K PLAN
401k
Assets$23.0M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PORTMAN GROUP INSURANCE PLAN
Mewa - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.3M
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PORTMAN 401K PLAN | 401k | $23.0M | 116 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PORTMAN GROUP INSURANCE PLAN | Mewa | UNITEDHEALTHCARE INSURANCE COMPANY | $2.3M | 237 | 2024 |
Retirement plans
Welfare plans