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Sponsor portfolio

PENINSULA INSURANCE BUREAU

EIN 65-0171532-insurance-Latest filing 2025
Plans
3
Retirement
2
$24.5M assets
Welfare
1
$1.4M premiums
Participants
350
6065 NW 167 STREET, SUITE B-1 - MIAMI, FL 33015305-824-0111pibadjusters.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001401k-$13.6M - 116 part#002ESOP-$10.9M - 123 part#501Fully Insured-$1.4M - 122 lives

Retirement portfolio analytics

2 plans aggregated / $24.5M assets / 239 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • 401(K) P/S PLAN (#001)55%
  • EMPLOYEE STOCK OWNERSHIP (#002)45%
Total $24.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)123
  • 401(K) P/S PLAN (#001)116
Total 239Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 122 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$72K
  • Dental$47K
  • Other$47K
  • Life$30K
  • Long-term disability$22K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
  • UPMC HEALTH OPTIONS5%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $58K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PENINSULA INSURANCE BUREAU 401(K) P/S PLAN

401k

Assets$13.6M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENINSULA INSURANCE BUREAU EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.9M
Participants123
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENINSULA INSURANCE BUREAU, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENINSULA INSURANCE BUREAU 401(K) P/S PLAN401k$13.6M1162025
002PENINSULA INSURANCE BUREAU EMPLOYEE STOCK OWNERSHIP PLANESOP$10.9M1232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENINSULA INSURANCE BUREAU, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M1222025
Retirement plans
Welfare plans
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