PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PROVEST, LLC
Sponsor portfolio

PROVEST, LLC

EIN 20-4268980-legal services-Latest filing 2024
Plans
2
Retirement
1
$15.0M assets
Welfare
1
$141K premiums
Participants
820
7702 WOODLAND CENTER BLVD, SUITE 100 - TAMPA, FL 78215813-877-2844provest.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filings
#001401k-$15.0M - 500 part#501Mixed-$141K - 381 lives

Benefits portfolio analytics

1 plan / $141K premiums / 381 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$89K
  • Short-term disability$28K
  • Health$14K
  • Dental$14K
  • Vision$14K
  • Long-term disability$11K
Total $141K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA48%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
Total $141K3 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • THAXTON GROUP, INC.77%
  • LOCKTON COMPANIES, LLC20%
  • MARK F BARRETT LLC3%
  • WORKSITE AMERICA LLC-0%
Total $21K4 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

PROVEST LLC 401(K) PLAN

401k

Assets$15.0M
Participants500
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROVEST, LLC WELFARE BENEFIT PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$141K
Covered lives381
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROVEST LLC 401(K) PLAN401k$15.0M5002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROVEST, LLC WELFARE BENEFIT PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$141K3812024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica