Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$248K
- Dental$209K
- Vision$209K
- Life$209K
- Short-term disability$209K
- Long-term disability$209K
- +2 more
Sponsor portfolio
PRIME FINANCE ADVISOR, L.P.
EIN 45-3831678real estateLatest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$348K premiums
Participants
270
600 MONTGOMERY STREET, SUITE 1700 - SAN FRANCISCO, CA 94111872-704-1108LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $348K premiums / 211 covered livesCarrier market share
Premium dollars by Schedule A carrier
60%top
- METROPOLITAN LIFE INSURANCE COMPANY60%
- KAISER FOUNDATION HEALTH PLAN INC29%
- HEADSPACE11%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRIME FINANCE ADVISOR, L.P. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$24.7M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRIME FINANCE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$348K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRIME FINANCE ADVISOR, L.P. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $24.7M | 180 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRIME FINANCE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $348K | 211 | 2025 |
Retirement plans
Welfare plans