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  2. Portman Holdings, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Portman Holdings, LLC

EIN 45-0609938-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Health & Benefits
1
$2.7M premiums
Participants
259
303 PEACHTREE CENTER AVE. NE STE 57 - ATLANTA, GA 30303404-614-5219
Plans on this EIN
2 filings
#002401(k)-$22.3M - 136 part#501Mewa-$2.7M - 536 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $2.7M premiums / 536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Dental$2.5M
  • Prescription drug$2.5M
  • Long-term disability$238K
  • Life$222K
  • Short-term disability$222K
  • +2 more
Total $2.7M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PORTMAN 401K PLAN

401(k)

Assets$22.3M
Participants136
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PORTMAN GROUP INSURANCE PLAN

Mewa - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives536
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PORTMAN 401K PLAN401(k)$22.3M1362025
  • PORTMAN 401K PLAN$22.3M
    #002 · 401(k) · 2025136

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PORTMAN GROUP INSURANCE PLANMewaUNITEDHEALTHCARE INSURANCE COMPANY$2.7M5362025
  • PORTMAN GROUP INSURANCE PLAN$2.7M
    #501 · Mewa · UNITEDHEALTHCARE INSURANCE COMPANY · 2025536
Retirement plans
Health & Benefits plans

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  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
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