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Sponsor portfolio

PRECIS ENGINEERING, INC.

EIN 20-2600116-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$19.5M assets
Welfare
2
$63K premiums
Participants
194
201 S. MAPLE WAY, SUITE 200 - AMBLER, PA 19002215-540-9800
Plans on this EIN
3 filings
#001401k-$19.5M - 194 part#503Fully Insured-$34K - 108 lives#502Fully Insured-$28K - 107 lives

Benefits portfolio analytics

2 plans / $63K premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$34K
  • Short-term disability$28K
Total $63K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $63K1 slice

Broker market share

Schedule A broker compensation

Split broker
45%top
  • BATTY,DANIEL45%
  • DANIEL P BATTY31%
  • UNIVEST INSURANCE INC17%
  • ASSUREDPARTNERS7%
Total $9K4 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

PRECIS ENGINEERING, INC. 401(K) PLAN

401k

Assets$19.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PRECIS ENGINEERING INC

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$34K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

PRECIS ENGINEERING, INC. HEALTH AND WELFARE PLAN

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$28K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRECIS ENGINEERING, INC. 401(K) PLAN401k$19.5M1942025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PRECIS ENGINEERING INCFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$34K1082025
502PRECIS ENGINEERING, INC. HEALTH AND WELFARE PLANFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$28K1072025
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