Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PT FINANCIAL HOLDINGS, INC.
EIN 85-3472855Latest filing 2025
Plans
3
Retirement
2
$234.3M assets
Welfare
1
$684K premiums
Participants
1,249
500 W MADISON ST STE 450 - CHICAGO, IL 606612767312-521-7659
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $234.3M assets / 865 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- (Not disclosed)54%
- ALLIANCE PENSION CONSULTANTS, LLC46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $684K premiums / 405 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$429K
- Long-term disability$130K
- Other$95K
- Life$77K
- Vision$31K
Carrier market share
Premium dollars by Schedule A carrier
93%top
- STANDARD INSURANCE COMPANY93%
- VISION SERVICE PLAN5%
- RELIASTAR LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
92%top
- AON CONSULTING INC92%
- CUSTOM BENEFIT PROGRAMS INC5%
- BENEFIT EDUCATORS LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$126.0M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PERFORMANCE TRUST RETIREMENT PLAN
401k
Assets$108.3M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PT FINANCIAL HOLDINGS WELFARE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$684K
Covered lives405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $126.0M | 383 | 2024 | |
| 001 | PERFORMANCE TRUST RETIREMENT PLAN | 401k | $108.3M | 482 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PT FINANCIAL HOLDINGS WELFARE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $684K | 405 | 2025 |
Retirement plans
Welfare plans