Form 5500 · Employee benefit plan · CHICAGO, IL
PT FINANCIAL HOLDINGS, INC.
Public Form 5500 records show how PT FINANCIAL HOLDINGS, INC. (CHICAGO, IL) structures its employee benefits. Its broker of record is AON RISK SERVICES CENTRAL INC.. Coverage is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3472855 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Life, Disability | 389 | December | $30,825 |
| VISION SERVICE PLAN | Vision | 231 | December | $2,940 |
Questions
Who is PT FINANCIAL HOLDINGS, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PT FINANCIAL HOLDINGS, INC.'s broker of record is AON RISK SERVICES CENTRAL INC..
What insurance carrier does PT FINANCIAL HOLDINGS, INC. use?
PT FINANCIAL HOLDINGS, INC.'s benefit plan is written through THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, among 2 disclosed carriers.
When does PT FINANCIAL HOLDINGS, INC.'s group plan renew?
The most recent Schedule A policy period for PT FINANCIAL HOLDINGS, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PT FINANCIAL HOLDINGS, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.