Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.5M
- Dental$4.5M
- Vision$4.5M
- Life$252K
- Short-term disability$252K
- Long-term disability$252K
- +1 more
Sponsor portfolio
PETRA FUNDS GROUP LLC
EIN 87-2474456financial servicesLatest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$4.7M premiums
Participants
554
520 MADISON AVENUE, 2ND FLOOR - NEW YORK, NY 10022212-582-3393petrafundsgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 689 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- ANTHEM LIFE INSURANCE COMPANY95%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
63%top
- WORLD INSURANCE ASSOCIATES LLC63%
- FNA INSURANCE SERVICES INC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PETRA FUNDS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$19.9M
Participants236
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PETRA FUNDS GROUP BENEFIT PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$4.7M
Covered lives689
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETRA FUNDS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $19.9M | 236 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PETRA FUNDS GROUP BENEFIT PLAN | Fully Insured | ANTHEM BLUE CROSS | $4.7M | 689 | 2025 |
Retirement plans
Welfare plans