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Sponsor portfolio

PROGRESS USA, INC.

EIN 01-0682657-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$705K premiums
Participants
322
13200 STRICKLAND RD, STE 114-238 - RALEIGH, NC 27613919-889-8531
Plans on this EIN
2 filings
#001401k-$2.4M - 158 part#503Fully Insured-$705K - 164 lives

Benefits portfolio analytics

1 plan / $705K premiums / 164 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$491K
  • Prescription drug$491K
  • Stop-loss$491K
  • Dental$214K
  • Vision$214K
  • Life$214K
  • +2 more
Total $705K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
70%top
  • BLUE CROSS OF CALIFORNIA70%
  • SUN LIFE ASSURANCE COMPANY OF CANADA30%
Total $705K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ELIZABETH SHIVE67%
  • PIEDMONT BENEFITS GROUP INC33%
Total $51K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROGRESS USA, INC 401(K) PLAN

401k

Assets$2.4M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PROGRESS USA, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF NORTH CAROLINA

Premiums$705K
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROGRESS USA, INC 401(K) PLAN401k$2.4M1582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PROGRESS USA, INC. WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF NORTH CAROLINA$705K1642025
Retirement plans
Welfare plans
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