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  2. FLOYD PETERSON COMPANY, INC.
Sponsor portfolio

FLOYD PETERSON COMPANY, INC.

EIN 91-0935816-Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$87K premiums
Participants
477
1102 D STREET NORTHEAST - AUBURN, WA 98002253-735-0313
Plans on this EIN
2 filings
#001401k-$15.9M - 297 part#502Mixed-$87K - 242 lives

Benefits portfolio analytics

1 plan / $87K premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Long-term disability$71K
  • Other$71K
  • Vision$17K
Total $87K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA81%
  • AMERITAS LIFE INSURANCE CORP.19%
Total $87K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PETERSON CO. RETIREMENT SAVINGS PLAN

401k

Assets$15.9M
Participants297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FLOYD PETERSON COMPANY, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$87K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PETERSON CO. RETIREMENT SAVINGS PLAN401k$15.9M2972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FLOYD PETERSON COMPANY, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$87K2422025
Retirement plans
Welfare plans
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