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Sponsor portfolio

PARTNERSHIP PROPERTY MANAGEMENT, LLC

EIN 56-2000487-real estate-Latest filing 2025
Plans
2
Retirement
1
$9.1M assets
Welfare
1
$1.7M premiums
Participants
770
4600 DUNDAS DRIVE - GREENSBORO, NC 27404336-544-2300partnershippm.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$9.1M - 618 part#501Fully Insured-$1.7M - 307 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Dental$1.5M
  • Vision$1.5M
  • Prescription drug$1.5M
  • Life$253K
  • Short-term disability$253K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • USABLE LIFE15%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • GROUP BENEFIT STRATEGIES LLC47%
  • JOHN P DANIELS32%
  • MOSAIC GROUP SERVICES22%
Total $63K3 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

PARTNERSHIP PROPERTY MANAGEMENT, LLC RETIREMENT PLAN

401k

Assets$9.1M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PARTNERSHIP PROPERTY MANAGEMENT HEALTH & WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.7M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PARTNERSHIP PROPERTY MANAGEMENT, LLC RETIREMENT PLAN401k$9.1M6182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PARTNERSHIP PROPERTY MANAGEMENT HEALTH & WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.7M3072025
Retirement plans
Welfare plans
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