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  2. PBG PUERTO RICO LLC
Sponsor portfolio

PBG PUERTO RICO LLC

EIN 66-0914590-Manufacturing-Latest filing 2024
Plans
4
Retirement
1
$395.4M assets
Welfare
3
$126K premiums
Participants
5,442
PROFESSIONAL OFFICES PARK V, 996 SAN ROBERTO ST., 4TH FLOOR - SAN JUAN, PR 00926908-901-8000
Plans on this EIN
4 filings
#002401k-$395.4M - 1,869 part#604Mixed-$126K - 170 lives#605Self Funded-0 lives#606Self Funded-0 lives

Benefits portfolio analytics

3 plans / $126K premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Long-term disability$43K
  • Other$11K
Total $126K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • METROPOLITAN LIFE INSURANCE COMPANY65%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK34%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA1%
Total $126K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC EMPLOYEE BENEFIT SERVICES100%
Total $8471 slice

Plan deep-dives

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

PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO

401k

Assets$395.4M
Participants1,869
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#604

PBG PUERTO RICO HEALTH AND WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$126K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#605

PBG PUERTO RICO RETIREE MEDICAL PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#606

PBG PUERTO RICO SEPARATION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PFIZER SAVINGS PLAN FOR EMPLOYEES RESIDENT IN PUERTO RICO401k$395.4M1,8692024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
604PBG PUERTO RICO HEALTH AND WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$126K1702024
605PBG PUERTO RICO RETIREE MEDICAL PLANSelf Funded-$002024
606PBG PUERTO RICO SEPARATION PLANSelf Funded-$002024
Retirement plans
Welfare plans
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