Plan Ledger DOL Form 5500 · updated monthly

Petra Funds Group LLCbenefits

Petra Funds Group Benefit Plan · NEW YORK, NY · plan year 2025

Broker compensation reported · 2025
$267,383

Petra Funds Group LLC's benefits plan covered 318 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $267,383 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $841 per covered person, in the top 10% of employer plans that report broker pay.

Insurance contracts · 20252
ANTHEM BLUE CROSS · health dental visionpremiums n/a · 689 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · life std ltdpremiums n/a · 318 covered
Brokers & agents paid · 20252
WORLD INSURANCE ASSOCIATES, LLC$169,303 · incl $4,734 fees
FNA INSURANCE SERVICES, INC.$98,080 · incl $65,693 fees
Also brokered by World Insurance Associates, LLC5
Monday.com NY$451,021
Kaleris GA$226,822

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 872474456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.