Form 5500 · Employee benefit plan · SABINA, OH
PGI HOLDINGS, LLC
Public Form 5500 records show how PGI HOLDINGS, LLC (SABINA, OH) structures its employee benefits. Its broker of record is JAMES B. OSWALD COMPANY. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-2326450 · plan 509 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 192 | October | $20,135 |
| DELTA DENTAL OF OHIO | Dental | 234 | October | $1,624 |
| VISION SERVICE PLAN | Vision | 122 | October | $1,129 |
Questions
Who is PGI HOLDINGS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, PGI HOLDINGS, LLC's broker of record is JAMES B. OSWALD COMPANY.
What insurance carrier does PGI HOLDINGS, LLC use?
PGI HOLDINGS, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 3 disclosed carriers.
When does PGI HOLDINGS, LLC's group plan renew?
The most recent Schedule A policy period for PGI HOLDINGS, LLC ended in October. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PGI HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.