Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$628K
- Prescription drug$625K
- Other$494K
- Vision$477K
- Life$477K
- Short-term disability$477K
- +2 more
Sponsor portfolio
PT&C GROUP LLC
EIN 81-4693463Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$1.3M premiums
Participants
1,625
6510 MILLROCK DRIVE STE 415 - HOLLADAY, UT 84121385-800-1415
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 900 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- KAISER FOUNDATION HEALTH PLAN INC49%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA38%
- DELTA DENTAL OF CALIFORNIA12%
- TELUS HEALTH (US) LTD.1%
- HEALTHIEST YOU0%
Broker market share
Schedule A broker compensation
76%top
- HUB INTERNATIONAL MIDWEST LIMITED76%
- IMA, INC.14%
- DIVERSIFIED INSURANCE GROUP5%
- DIVERSIFIED INSURANCE5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PLATFORM ACCOUNTING GROUP 401(K) PLAN
401k
Assets$22.8M
Participants893
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PT&C GROUP, LLC DBA PLATFORM ACCOUNTING GROUP WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.3M
Covered lives900
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PLATFORM ACCOUNTING GROUP 401(K) PLAN | 401k | $22.8M | 893 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PT&C GROUP, LLC DBA PLATFORM ACCOUNTING GROUP WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.3M | 900 | 2025 |
Retirement plans
Welfare plans