PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. PT Financial Holdings, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

PT Financial Holdings, Inc.

EIN 85-3472855-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$301.4M assets
Health & Benefits
1
$684K premiums
Participants
1,310
500 MADISON STREET, SUITE 450 - CHICAGO, IL 60661312-521-1113
Plans on this EIN
3 filings
#003ESOP-$185.2M - 414 part#001401(k)-$116.2M - 512 part#501Mixed-$684K - 405 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $301.4M assets / 926 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$185.2M
  • TRUST RETIREMENT PLAN (#001)$116.2M
Total $301.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$185.2M
  • ALLIANCE PENSION CONSULTANTS, LLC$116.2M
Total $301.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRUST RETIREMENT PLAN (#001)512
  • EMPLOYEE STOCK OWNERSHIP (#003)414
Total 926Select a row to open it

Benefits portfolio analytics

1 plan / $684K premiums / 405 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$429K
  • Long-term disability$130K
  • Other$95K
  • Life$77K
  • Vision$31K
Total $684K5 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$185.2M
Participants414
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PERFORMANCE TRUST RETIREMENT PLAN

401(k)

Assets$116.2M
Participants512
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PT FINANCIAL HOLDINGS WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$684K
Covered lives405
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP PLANESOP$185.2M4142025
#001PERFORMANCE TRUST RETIREMENT PLAN401(k)$116.2M5122025
  • MISSION DRIVEN EMPLOYEE STOCK OWNERSHIP PLAN$185.2M
    #003 · ESOP · 2025414
  • PERFORMANCE TRUST RETIREMENT PLAN$116.2M
    #001 · 401(k) · 2025512

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PT FINANCIAL HOLDINGS WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$684K4052025
  • PT FINANCIAL HOLDINGS WELFARE BENEFIT PLAN$684K
    #501 · Mixed · STANDARD INSURANCE COMPANY · 2025405
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica