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Sponsor portfolio

PTC ALLIANCE LLC

EIN 85-0943754-Latest filing 2025
Plans
3
Retirement
2
$106.5M assets
Welfare
1
$1.4M premiums
Participants
2,512
6051 WALLACE ROAD EXTENSION, SUITE 200 - WEXFORD, PA 15090412-299-7900
Plans on this EIN
3 filings
#003401k-$56.8M - 827 part#015401k-$49.8M - 732 part#510Mixed-$1.4M - 944 lives

Retirement portfolio analytics

2 plans aggregated / $106.5M assets / 1,559 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • ALLIANCE LLC 401(K) (#003)53%
  • UNION RETIREMENT Savings (#015)47%
Total $106.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ALLIANCE LLC 401(K) (#003)827
  • UNION RETIREMENT Savings (#015)732
Total 1,559Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 944 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$724K
  • Life$334K
  • Other$290K
  • Long-term disability$129K
  • Short-term disability$65K
  • Vision$58K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • RELIASTAR LIFE INSURANCE COMPANY52%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY44%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • SEUBERT & ASSOCIATES, INC.71%
  • PROFESSIONAL GROUP PLANS INC29%
Total $108K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PTC ALLIANCE LLC 401(K) PLAN

401k

Assets$56.8M
Participants827
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015

PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN

401k

Assets$49.8M
Participants732
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PTC ALLIANCE LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives944
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PTC ALLIANCE LLC 401(K) PLAN401k$56.8M8272024
015PTC ALLIANCE LLC UNION RETIREMENT SAVINGS PLAN401k$49.8M7322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PTC ALLIANCE LLC HEALTH & WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.4M9442025
Retirement plans
Welfare plans
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