Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$560K
- Life$553K
- Dental$545K
- Short-term disability$545K
- Long-term disability$545K
- Vision$51K
Sponsor portfolio
PBMARES, LLP
EIN 54-0737372accountingLatest filing 2025
Plans
2
Retirement
1
$65.8M assets
Welfare
1
$619K premiums
Participants
683
701 TOWN CENTER DRIVE, SUITE 802 - NEWPORT NEWS, VA 23606757-543-7453pbmares.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $619K premiums / 230 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY88%
- VISON SERVICE PLAN8%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
68%top
- USI INSURANCE SERVICES LLC68%
- BOON CHAPMAN BENEFIT ADMINISTRATORS17%
- GIS BENEFITS INC15%
- MADELYN RENE PELCHAT1%
- DAVID MARSHALL0%
- +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
PBMARES 401(K) PLAN
401k
Assets$65.8M
Participants516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
PBMARES GROUP WELFARE BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$619K
Covered lives230
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PBMARES 401(K) PLAN | 401k | $65.8M | 516 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | PBMARES GROUP WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $619K | 230 | 2025 |
Retirement plans
Welfare plans