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Sponsor portfolio

PB2 COMPANIES, LTD.

EIN 71-0805477-architecture & planning-Latest filing 2024
Plans
4
Retirement
3
$21.5M assets
Welfare
1
$1.7M premiums
Participants
461
PO BOX 2076 - ROGERS, AR 72758479-636-3545LinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
4 filings
#002401k-$10.2M - 101 part#001401k-$7.8M - 110 part#003CashBalance-$3.5M - 59 part#501Fully Insured-$1.7M - 322 lives

Retirement portfolio analytics

3 plans aggregated / $21.5M assets / 270 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • LTD. RETIREMENT Savings (#002)47%
  • PLAN & TRUST (#001)36%
  • CASH BALANCE PLAN (#003)16%
Total $21.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)110
  • LTD. RETIREMENT Savings (#002)101
  • CASH BALANCE PLAN (#003)59
Total 270Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 322 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$119K
  • Life$93K
  • Other$64K
  • Long-term disability$58K
  • Short-term disability$45K
  • +1 more
Total $1.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY76%
  • DELTA DENTAL OF CALIFORNIA9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • MANHATTANLIFE4%
  • STANDARD INSURANCE COMPANY3%
  • +1 more
Total $1.7M6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • ACRISURE LLC73%
  • THE HATCHER AGENCY25%
  • BAFFIN BAY MARKETING GROUP, LLC2%
  • KAREN WOODWARD0%
  • MARIA VANDYKE0%
  • +1 more
Total $150K6 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

PB2 COMPANIES, LTD. RETIREMENT SAVINGS PLAN

401k

Assets$10.2M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PB2 COMPANIES, LTD. RETIREMENT PLAN & TRUST

401k

Assets$7.8M
Participants110
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PB2 COMPANIES, LTD. CASH BALANCE PLAN

CashBalance

Assets$3.5M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PB2 COMPANIES, LTD WELFARE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.7M
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002PB2 COMPANIES, LTD. RETIREMENT SAVINGS PLAN401k$10.2M1012024
001PB2 COMPANIES, LTD. RETIREMENT PLAN & TRUST401k$7.8M1102024
003PB2 COMPANIES, LTD. CASH BALANCE PLANCashBalance$3.5M592024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PB2 COMPANIES, LTD WELFARE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.7M3222024
Retirement plans
Welfare plans
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