Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$9.2M
Filings through .
PB2 Companies, Ltd.
EIN 71-0805477architecture & planningLatest filing 2025
Plans
4
Retirement
3
$26.5M assets
Health & Benefits
1
$2.0M premiums
Participants
508
4886 W PAULINE WHITAKER PKWY, SUITE 200 - ROGERS, AR 72758479-636-3545LinkedIn51-200 employeesarchitecture & planning
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $26.5M assets / 309 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.0M premiums / 322 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$119K
- Life$82K
- Other$70K
- Long-term disability$68K
- Short-term disability$50K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
PB2 COMPANIES, LTD. RETIREMENT SAVINGS PLAN
401(k)
Assets$12.9M
Participants120
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
PB2 COMPANIES, LTD. RETIREMENT PLAN & TRUST
401(k)
Assets$9.2M
Participants120
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
PB2 COMPANIES, LTD. CASH BALANCE PLAN
Cash balance
Assets$4.5M
Participants69
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PB2 COMPANIES, LTD WELFARE BENEFIT PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.0M
Covered lives322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PB2 COMPANIES, LTD. RETIREMENT SAVINGS PLAN | 401(k) | $12.9M | 120 | 2025 |
| #001 | PB2 COMPANIES, LTD. RETIREMENT PLAN & TRUST | 401(k) | $9.2M | 120 | 2025 |
| #003 | PB2 COMPANIES, LTD. CASH BALANCE PLAN | Cash balance | $4.5M | 69 | 2025 |
- #002 · 401(k) · 2025120
- #001 · 401(k) · 2025120
- #003 · Cash balance · 202569
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PB2 COMPANIES, LTD WELFARE BENEFIT PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.0M | 322 | 2025 |
- #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025322
Retirement plans
Health & Benefits plans