PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PROMOTION EXECUTION PARTNERS

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 56-2460890

PROMOTION EXECUTION PARTNERS

d/b/a PEP
302 WEST 3RD STREET · CINCINNATI, OH 45202
5138260101
Plans filed
2
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$312K
No prior year
Persons covered
289
No prior year
Total participants
235
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$312K
PROMOTION EXECUTION PARTNERS
Mixed289 covered·3 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$1K
PROMOTION EXECUTION PARTNERS (PEP) TRAVEL AND ACCIDENT POLICY
Fully insured160 covered·1 carrier
Primary: FEDERAL INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$177K21.0%
Short-term disability$177K21.0%
Long-term disability$177K21.0%
Other$177K21.0%
Dental$116K13.8%
Vision$20K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$177K56.6%11235
DELTA DENTAL OF CALIFORNIA
EIN 310685339
D
$116K37.1%11289
COMMUNITY INSURANCE COMPANY
EIN 311440175
V
$20K6.3%11285

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, COMMUNITY INSURANCE COMPANY, DELTA DENTAL OF OHIO$35K$11K$46K100.0%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica