Sponsor portfolio

PERSONAL TOUCH HOLDING CORPORATION

EIN 51-0311266hospital & health careLatest filing 2025

Plans

Retirement

$21.9M assets

Welfare

$261K premiums

Participants

3,867

1985 MARCUS AVE, SUITE 202 - LAKE SUCCESS, NY 11042718-468-4747LinkedIn1001-5000 employeeshospital & health care

Plans on this EIN

2 filings

#002ESOP-$21.9M - 3,707 part #501Mixed-$261K - 1,936 lives

Benefits portfolio analytics

1 plan / $261K premiums / 1,936 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Long-term disability$244K
Other$244K
Dental$175K
Life$69K
Vision$17K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

67%top

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA67%
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA26%
UNITEDHEALTHCARE INSURANCE COMPANY6%

Broker market share

Schedule A broker compensation

Split broker

46%top

GALLAGHER BENEFIT SERVICES, INC.46%
FOUNDATION RISK PARTNERS CORP39%
SOLSTICE BENEFITS INC12%
DONALD C SAVOY INC4%
RSC INSURANCE BROKERAGE INC0%
+1 more

Plan deep-dives

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

Retirement#002

PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.9M

Participants3,707

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501