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Sponsor portfolio

PEG COMPANIES

EIN 84-4084376-real estate-Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$1.6M premiums
Participants
1,847
145 WEST 200 N, SUITE 100 - PROVO, UT 84601801-655-1998pegcompanies.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$11.3M - 1,085 part#501Fully Insured-$1.6M - 741 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 741 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$271K
  • Vision$271K
  • Life$184K
  • Short-term disability$184K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • SELECTHEALTH71%
  • AMERITAS LIFE INSURANCE CORP.17%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HUB INTERNATIONAL MIDWEST LIMITED81%
  • CENTRO BENEFITS RESEARCH LLC13%
  • AXA ASSISTANCE, USA6%
Total $143K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PEG COMPANIES 401(K) PLAN

401k

Assets$11.3M
Participants1,085
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PEG COMPANIES HEALTH & WELFARE PLAN

Fully Insured - SELECTHEALTH

Premiums$1.6M
Covered lives741
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEG COMPANIES 401(K) PLAN401k$11.3M1,0852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PEG COMPANIES HEALTH & WELFARE PLANFully InsuredSELECTHEALTH$1.6M7412025
Retirement plans
Welfare plans
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