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.
Sponsor portfolioWelfare / HealthEIN 85-3472855
PT FINANCIAL HOLDINGS, INC.
500 W MADISON ST STE 450 · CHICAGO, IL 606612767
3125217659
- Plans filed
- 1
- Years active
- 2024–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$684K
No prior year
Persons covered
405
No prior year
Total participants
384
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 |
|---|---|---|---|
| Dental | $429K | 56.3% | |
| Long-term disability | $130K | 17.0% | |
| Other | $95K | 12.4% | |
| Life | $77K | 10.1% | |
| Vision | $31K | 4.1% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930242990 | DLLTDOth | $635K | 92.8% | 1 | 3 | 405 |
EIN 200891619 | V | $31K | 4.6% | 1 | 1 | 249 |
EIN 410451140 | Oth | $18K | 2.6% | 1 | 1 | 92 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| AON CONSULTING INC | CHICAGO, IL | STANDARD INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $63K | $0 | $63K | 92.2% | 1 |
| CUSTOM BENEFIT PROGRAMS INC | HAMMONTON, NJ | RELIASTAR LIFE INSURANCE COMPANY | $4K | $0 | $4K | 5.4% | 1 |
| BENEFIT EDUCATORS LLC | SOUDERTON, PA | RELIASTAR LIFE INSURANCE COMPANY | $2K | $0 | $2K | 2.3% | 1 |
History & trajectory
2 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