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Sponsor portfolioWelfare / HealthEIN 38-1357951

P&M HOLDING GROUP, LLP

3000 TOWN CENTER, SUITE 100 · SOUTHFIELD, MI 48075
2483522500
Plans filed
2
Years active
2016–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$2.2M
No prior year
Persons covered
7,551
No prior year
Total participants
3,502
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.7M
PLANTE & MORAN GROUP LIFE INSURANCE
MEWA3,827 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #501$543K
PLANTE & MORAN GROUP HEALTH INSURANCE PLAN
MEWA3,724 covered·2 carriers
Primary: AETNA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.8M27.0%
Life$1.7M25.8%
Long-term disability$1.7M25.8%
Health$464K7.1%
Dental$464K7.1%
Vision$464K7.1%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
LLTDOth
$1.7M75.5%113,827
AETNA LIFE INSURANCE COMPANY
EIN 066033492
HDV
$464K20.9%11113
ULLIANCE, INC.
EIN 383159338
Oth
$79K3.6%113,724

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PM GROUP BENEFIT ADVISORS II, LLCAUBURN HILLS, MITHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$139K$0$139K89.2%1
JAMES R NELLIGAN & ASSOCIATES LLCALBANY, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$17K$0$17K10.8%1

History & trajectory

9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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