Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$161K
- Short-term disability$161K
- Long-term disability$161K
- Other$161K
- Dental$66K
- Vision$14K
Sponsor portfolio
PGI HOLDINGS, LLC
EIN 88-2326450Latest filing 2025
Plans
2
Retirement
1
$6.5M assets
Welfare
1
$241K premiums
Participants
379
12381 STATE ROUTE 22 EAST - SABINA, OH 45169937-584-5411
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $241K premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
67%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY67%
- DELTA DENTAL OF CALIFORNIA27%
- VISION SERVICE PLAN6%
Broker market share
Schedule A broker compensation
50%top
- USI INSURANCE SERVICES LLC50%
- THE JAMES B OSWALD COMPANY37%
- CENTRO BENEFITS RESEARCH LLC12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PGI HOLDINGS, LLC RETIREMENT PLAN
401k
Assets$6.5M
Participants187
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
PGI HOLDINGS, LLC BENEFIT PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$241K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PGI HOLDINGS, LLC RETIREMENT PLAN | 401k | $6.5M | 187 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | PGI HOLDINGS, LLC BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $241K | 234 | 2025 |
Retirement plans
Welfare plans