Form 5500 · Employee benefit plan · RANCHO SANTA FE, CA
PE MANAGEMENT GROUP, INC.
PE MANAGEMENT GROUP, INC. of RANCHO SANTA FE, CA is a 631-participant real estate employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is TBS AGENCY, INC.. Coverage is written through VOYA RETIREMENT INSURANCE & ANNUITY CO and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1034539 · plan 001 · as of Aug 2026
Plan brief
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
TBS AGENCY, INC. is the broker of record on all 8 contracts.
Two carriers split the book: VOYA RETIREMENT INSURANCE & ANNUITY CO and VOYA RETIREMENT INSURANCE AND ANNUITY CO.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 33 | December | — | $0 |
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 58 | December | — | $0 |
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 4 | December | — | $0 |
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 35 | December | — | $0 |
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 14 | December | — | $0 |
| VOYA RETIREMENT INSURANCE & ANNUITY CO | — | 8 | December | — | $0 |
| VOYA RETIREMENT INSURANCE AND ANNUITY CO | — | 1 | December | — | $0 |
| VOYA RETIREMENT INSURANCE AND ANNUITY CO | — | 1 | December | — | $0 |
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