Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PGA TOUR, INC.
EIN 52-0999206sportsLatest filing 2024
Plans
3
Retirement
2
$630.0M assets
Welfare
1
$4.7M premiums
Participants
10,785
112 PGA TOUR BOULEVARD - PONTE VEDRA BEACH, FL 32082904-285-3700pgatour.comLinkedIn501-1000 employeessports
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $630.0M assets / 6,550 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- (Not disclosed)54%
- CHARLES SCHWAB & CO., INC.46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.7M premiums / 3,214 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Vision$1.4M
- Life$1.3M
- Dental$1.1M
- Long-term disability$903K
- Other$721K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
27%top
- UNITEDHEALTHCARE INSURANCE COMPANY27%
- RELIANCE STANDARD LIFE INSURANCE COMPANY27%
- UNUM LIFE INSURANCE COMPANY OF AMERICA19%
- KAISER FOUNDATION HEALTH PLAN INC14%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- +2 more
Broker market share
Schedule A broker compensation
46%top
- NATIONAL INSURANCE MARKETING BROKER46%
- EDGEWOOD PARTNERS INSURANCE CENTER21%
- USI INSURANCE SERVICES LLC18%
- JOSEPH E HENEHAN FIN & INS SVCS INC12%
- DKG INSURANCE & FINANCIAL SERVICES3%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PGA TOUR EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$339.2M
Participants2,058
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PGA TOUR EMPLOYEES SAVINGS PLAN
401k
Assets$290.8M
Participants4,492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PGA TOUR INC., WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$4.7M
Covered lives3,214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PGA TOUR EMPLOYEES RETIREMENT PLAN | TraditionalDB | $339.2M | 2,058 | 2024 | |
| 002 | PGA TOUR EMPLOYEES SAVINGS PLAN | 401k | $290.8M | 4,492 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PGA TOUR INC., WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $4.7M | 3,214 | 2024 |
Retirement plans
Welfare plans