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  2. PLATINUM EQUITY, LLC
Sponsor portfolio

PLATINUM EQUITY, LLC

EIN 95-4666134-financial services-Latest filing 2024
Plans
2
Retirement
1
$313.1M assets
Welfare
1
$6.5M premiums
Participants
1,850
360 N. CRESCENT DR., SOUTH BUILDING - BEVERLY HILLS, CA 90210310-712-1850platinumequity.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$313.1M - 1,386 part#501Fully Insured-$6.5M - 795 lives

Benefits portfolio analytics

1 plan / $6.5M premiums / 795 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.9M
  • Prescription drug$5.9M
  • Other$564K
  • Life$498K
  • Short-term disability$498K
  • Long-term disability$498K
  • +2 more
Total $6.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY85%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA8%
  • KAISER FOUNDATION HEALTH PLAN INC6%
  • VISION SERVICE PLAN1%
  • AETNA LIFE INSURANCE COMPANY0%
Total $6.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • USI INSURANCE SERVICES LLC99%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $241K2 slices

Plan deep-dives

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

PLATINUM EQUITY 401(K) PLAN

401k

Assets$313.1M
Participants1,386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PLATINUM EQUITY, LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$6.5M
Covered lives795
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLATINUM EQUITY 401(K) PLAN401k$313.1M1,3862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PLATINUM EQUITY, LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$6.5M7952024
Retirement plans
Welfare plans
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