form5500lookup

Form 5500 · Employee benefit plan · NEW YORK, NY

PETRA FUNDS GROUP LLC

PETRA FUNDS GROUP LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WORLD INSURANCE ASSOCIATES, LLC. Coverage is written through ANTHEM BLUE CROSS and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-2474456 · plan 501 · as of Jul 2026

Participants
235
Carriers on file
2
Disclosed commissions
$196,956
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM BLUE CROSSHealth, Dental, Vision689December$164,569
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICALife, Disability318December$32,387

Questions

Who is PETRA FUNDS GROUP LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PETRA FUNDS GROUP LLC's broker of record is WORLD INSURANCE ASSOCIATES, LLC.

What insurance carrier does PETRA FUNDS GROUP LLC use?

PETRA FUNDS GROUP LLC's benefit plan is written through ANTHEM BLUE CROSS, among 2 disclosed carriers.

When does PETRA FUNDS GROUP LLC's group plan renew?

The most recent Schedule A policy period for PETRA FUNDS GROUP LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from PETRA FUNDS GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.