Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$790K
- Dental$138K
- Vision$138K
- Life$138K
- Short-term disability$138K
- Long-term disability$138K
- +1 more
Sponsor portfolio
PETERSEN INDUSTRIES, INC.
EIN 59-2979951machineryLatest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
$966K premiums
Participants
360
4000 STATE ROAD 60 W - LAKE WALES, FL 338598201863-676-1493petersenind.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $966K premiums / 243 covered livesCarrier market share
Premium dollars by Schedule A carrier
82%top
- UNITEDHEALTHCARE INSURANCE COMPANY82%
- PRINCIPAL LIFE INSURANCE COMPANY14%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
81%top
- ACRISURE LLC81%
- GIS BENEFITS INC19%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PETERSEN INDUSTRIES RETIREMENT SAVINGS PLAN
401k
Assets$2.5M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PETERSEN INDUSTRIES HEALTH AND WELFARE BENEFIT
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$966K
Covered lives243
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETERSEN INDUSTRIES RETIREMENT SAVINGS PLAN | 401k | $2.5M | 199 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PETERSEN INDUSTRIES HEALTH AND WELFARE BENEFIT | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $966K | 243 | 2024 |
Retirement plans
Welfare plans