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Sponsor portfolio

PROGENYHEALTH, LLC

EIN 13-4281270-hospital & health care-Latest filing 2025
Plans
3
Retirement
1
$19.8M assets
Welfare
2
$697K premiums
Participants
683
450 PLYMOUTH ROAD, SUITE 200 - PLYMOUTH MEETING, PA 19462484-272-9917progenyhealth.comLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filings
#001401k-$19.8M - 334 part#501Mixed-$396K - 453 lives#502Mixed-$301K - 232 lives

Benefits portfolio analytics

2 plans / $697K premiums / 685 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$541K
  • Short-term disability$541K
  • Long-term disability$541K
  • Other$541K
  • Dental$436K
  • Vision$323K
Total $697K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA43%
  • STANDARD INSURANCE COMPANY34%
  • UNITED CONCORDIA INSURANCE COMPANY19%
  • EYEMED VISION CARE3%
Total $697K4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • PROGENYHEALTH9%
Total $78K2 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

PROGENYHEALTH, LLC 401(K) PLAN

401k

Assets$19.8M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROGENYHEALTH, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$396K
Covered lives453
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PROGENYHEALTH, LLC GROUP INSURANCE PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$301K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROGENYHEALTH, LLC 401(K) PLAN401k$19.8M3342025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROGENYHEALTH, LLC HEALTH AND WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$396K4532024
502PROGENYHEALTH, LLC GROUP INSURANCE PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$301K2322024
Retirement plans
Welfare plans
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