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Sponsor portfolio

PROGRESSIVE MACHINE & DESIGN, LLC

EIN 16-1451739-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$25.0M assets
Welfare
1
$321K premiums
Participants
432
727 ROWLEY ROAD - VICTOR, NY 145649728585-924-5250LinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$25.0M - 262 part#501Mixed-$321K - 170 lives

Benefits portfolio analytics

1 plan / $321K premiums / 170 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$203K
  • Life$185K
  • Short-term disability$185K
  • Long-term disability$185K
  • Dental$105K
  • Vision$13K
Total $321K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • SYMETRA LIFE INSURANCE COMPANY58%
  • BLUE CROSS OF CALIFORNIA33%
  • AFLAC6%
  • VISION SERVICE PLAN4%
Total $321K4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • USI INSURANCE SERVICES LLC95%
  • STEPHEN C PLATNER2%
  • SHANE STICKLE1%
  • BRENDAN MCCARTHY AND CREW INC1%
  • CHARLES MORALES0%
  • +2 more
Total $42K7 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

PROGRESSIVE MACHINE & DESIGN, LLC 401(K) PLAN

401k

Assets$25.0M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROGRESSIVE MACHINE & DESIGN, LLC EMPLOYEE BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$321K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROGRESSIVE MACHINE & DESIGN, LLC 401(K) PLAN401k$25.0M2622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROGRESSIVE MACHINE & DESIGN, LLC EMPLOYEE BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$321K1702025
Retirement plans
Welfare plans
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