Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$324K
- Life$292K
- Long-term disability$292K
Sponsor portfolio
PFM FINANCIAL ADVISORS LLC
EIN 81-1642787Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$176.5M assets
Welfare
1
$324K premiums
Participants
1,025
1735 MARKET STREET 42ND FLOOR - PHILADELPHIA, PA 19103215-567-6100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $324K premiums / 353 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- STANDARD INSURANCE COMPANY90%
- METROPOLITAN LIFE INSURANCE COMPANY10%
Broker market share
Schedule A broker compensation
94%top
- LOCKTON COMPANIES, LLC94%
- EMPOWER BENEFITS INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PFM 401(K) PLAN
401k
Assets$176.5M
Participants674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PFM EMPLOYEE WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$324K
Covered lives353
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PFM 401(K) PLAN | 401k | $176.5M | 674 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PFM EMPLOYEE WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $324K | 353 | 2025 |
Retirement plans
Welfare plans