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
Filings through .
Petra Funds Group LLC
EIN 87-2474456financial servicesLatest filing 2025
Plans
2
Retirement
1
$36.9M assets
Health & Benefits
1
$4.7M premiums
Participants
653
520 MADISON AVE 21ST FLOOR - NEW YORK, NY 10022212-582-3393petrafundsgroup.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $4.7M premiums / 689 covered lives
See carrier and broker market share with Pro.
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- Top carriers and their premium share
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PETRA FUNDS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$36.9M
Participants335
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PETRA FUNDS GROUP BENEFIT PLAN
Fully insured - ANTHEM BLUE CROSS
Premiums$4.7M
Covered lives689
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PETRA FUNDS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $36.9M | 335 | 2025 |
- #001 · 401(k) · 2025335
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PETRA FUNDS GROUP BENEFIT PLAN | Fully insured | ANTHEM BLUE CROSS | $4.7M | 689 | 2025 |
- #501 · Fully insured · ANTHEM BLUE CROSS · 2025689
Retirement plans
Health & Benefits plans