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Sponsor portfolio

PETERSON PROPERTIES, INC.

EIN 48-0919120-Latest filing 2025
Plans
2
Retirement
1
$4.9M assets
Welfare
1
$342K premiums
Participants
403
10000 W 75TH ST STE 100 - SHAWNEE MISSION, KS 662042241913-553-5000
Plans on this EIN
2 filings
#001401k-$4.9M - 246 part#501Mixed-$342K - 157 lives

Benefits portfolio analytics

1 plan / $342K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$198K
  • Vision$99K
  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • Other$99K
  • +1 more
Total $342K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED STATES FIRE INSURANCE COMPANY58%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY29%
  • DELTA DENTAL OF CALIFORNIA13%
Total $342K3 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • BUKATY COMPANIES85%
  • TECHSOURCE INC15%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETERSON PROPERTIES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PETERSON PROPERTIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - UNITED STATES FIRE INSURANCE COMPANY

Premiums$342K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON PROPERTIES, INC. 401(K) PROFIT SHARING PLAN401k$4.9M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PETERSON PROPERTIES, INC. EMPLOYEE BENEFITS PLANMixedUNITED STATES FIRE INSURANCE COMPANY$342K1572025
Retirement plans
Welfare plans
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