Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$324K
- Life$292K
- Long-term disability$292K
Filings through .
PFM Financial Advisors LLC
EIN 81-1642787Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$176.5M assets
Health & Benefits
1
$324K premiums
Participants
1,025
1735 MARKET STREET 42ND FLOOR - PHILADELPHIA, PA 19103215-567-6100
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $324K premiums / 353 covered lives
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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#001
PFM 401(K) PLAN
401(k)
Assets$176.5M
Participants674
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PFM EMPLOYEE WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$324K
Covered lives353
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PFM 401(K) PLAN | 401(k) | $176.5M | 674 | 2025 |
- PFM 401(K) PLAN$176.5M#001 · 401(k) · 2025674
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PFM EMPLOYEE WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $324K | 353 | 2025 |
- #501 · Mixed · STANDARD INSURANCE COMPANY · 2025353
Retirement plans
Health & Benefits plans