PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PEOPLES FIRST PROPERTIES, INC.
Sponsor portfolioTH

PEOPLES FIRST PROPERTIES, INC.

EIN 59-3020789-Management of Companies and Enterprises-Latest filing 2025
Plans
2
Retirement
1
$26.6M assets
Welfare
1
$851K premiums
Participants
1,994
1022 W. 23RD STREET, SUITE 300 - PANAMA CITY, FL 32405850-914-3217
Plans on this EIN
2 filings
#002401k-$26.6M - 1,055 part#501Mixed-$851K - 933 lives

Benefits portfolio analytics

1 plan / $851K premiums / 933 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$851K
  • Life$851K
  • Short-term disability$851K
  • Long-term disability$851K
  • Other$851K
Total $851K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $851K2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • PEOPLES FIRST INSURANCE SERVIC97%
  • PEOPLES FIRST INSURANCE SERVICES LL3%
Total $140K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN

401k

Assets$26.6M
Participants1,055
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEOPLES FIRST PROPERTIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$851K
Covered lives933
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN401k$26.6M1,0552025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEOPLES FIRST PROPERTIES, INC. EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$851K9332025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica