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Sponsor portfolioWelfare / HealthEIN 81-1642787
PFM FINANCIAL ADVISORS, LLC
1735 MARKET STREET, 42ND FLOOR · PHILADELPHIA, PA 19103
2155676100
- Plans filed
- 1
- Years active
- 2023–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$324K
No prior year
Persons covered
353
No prior year
Total participants
351
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $324K | 35.7% | |
| Life | $292K | 32.1% | |
| Long-term disability | $292K | 32.1% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | LLTDOth | $292K | 90.0% | 1 | 1 | 353 |
EIN 341650967 | Oth | $32K | 10.0% | 1 | 2 | 46 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | WEST HARTFORD, CT | STANDARD INSURANCE COMPANY | $49K | $2K | $51K | 93.5% | 1 |
| EMPOWER BENEFITS INC | TAMPA, FL | METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS | $3K | $6 | $4K | 6.5% | 1 |
History & trajectory
3 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