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  2. PT-1 INTERMEDIATE HOLDINGS, LLC
Sponsor portfolio

PT-1 INTERMEDIATE HOLDINGS, LLC

EIN 68-0461114-Health Care and Social Assistance-Latest filing 2024
Plans
3
Retirement
1
$13.2M assets
Welfare
2
$2.3M premiums
Participants
2,350
PO BOX 7260 - COTATI, CA 949317260707-665-4289
Plans on this EIN
3 filings
#001401k-$13.2M - 1,127 part#501Fully Insured-$2.3M - 1,055 lives#505Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 1,055 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$223K
  • Other$119K
  • Long-term disability$37K
  • Short-term disability$36K
  • Vision$28K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
  • UNITEDHEALTHCARE INSURANCE COMPANY9%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY7%
  • VISION SERVICE PLAN1%
  • +1 more
Total $2.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • HOLMES MURPHY & ASSOCIATES0%
Total $84K2 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

PT-1 INTERMEDIATE HOLDINGS, LLC 401(K) PLAN

401k

Assets$13.2M
Participants1,127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRO TRANSPORT-1 LLC HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.3M
Covered lives1,055
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

PROTRANPORT-1, LLC HEALTH AND WELFARE TRUST PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PT-1 INTERMEDIATE HOLDINGS, LLC 401(K) PLAN401k$13.2M1,1272024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRO TRANSPORT-1 LLC HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$2.3M1,0552024
505PROTRANPORT-1, LLC HEALTH AND WELFARE TRUST PLANSelf Funded-$002024
Retirement plans
Welfare plans
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