# PT FINANCIAL HOLDINGS WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **PT FINANCIAL HOLDINGS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PT FINANCIAL HOLDINGS, INC. |
| EIN | 853472855 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | CHICAGO, IL |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $684K |
| Participants | 384 |
| Persons covered | 405 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| STANDARD INSURANCE COMPANY | Dental, LTD, Life, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| VOYA FINANCIAL | Other |

## Brokers

| Broker | Placed with |
|---|---|
| AON CONSULTING INC | STANDARD INSURANCE COMPANY |
| AON CONSULTING INC | VISION SERVICE PLAN |
| CUSTOM BENEFIT PROGRAMS INC | RELIASTAR LIFE INSURANCE COMPANY |
| BENEFIT EDUCATORS LLC | RELIASTAR LIFE INSURANCE COMPANY |
| AON CONSULTING INC | RELIASTAR LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/853472855-501
- Cite as: PlanOptica, https://planoptica.com/welfare/853472855-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers