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Sponsor portfolio

PURVIS SYSTEMS INC

EIN 11-2299301-information technology and services-Latest filing 2025
Plans
3
Retirement
1
$28.8M assets
Welfare
2
$2.4M premiums
Participants
659
88 SILVA LANE - MIDDLETOWN, RI 028427634401-849-4750purvis.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filings
#002401k-$28.8M - 326 part#503Fully Insured-$2.3M - 300 lives#502Fully Insured-$63K - 167 lives

Benefits portfolio analytics

2 plans / $2.4M premiums / 467 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Life$63K
  • Other$63K
Total $2.4M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
Total $2.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KENZIE M HAAGE100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PURVIS SYSTEMS, INC. RETIREMENT PLAN

401k

Assets$28.8M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PURVIS SYSTEMS INCORPORATED - GROUP HEALTH PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$2.3M
Covered lives300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PURVIS SYSTEMS INCORPORATED - GROUP LIFE PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$63K
Covered lives167
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PURVIS SYSTEMS, INC. RETIREMENT PLAN401k$28.8M3262025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PURVIS SYSTEMS INCORPORATED - GROUP HEALTH PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$2.3M3002025
502PURVIS SYSTEMS INCORPORATED - GROUP LIFE PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$63K1672025
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