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Sponsor portfolio

PROCENTRIX, LLC

EIN 20-4737043-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$40.7M assets
Welfare
1
$4.0M premiums
Participants
747
2551 DULLES VIEW DR, SUITE 600 - HERNDON, VA 20171703-635-2627procentrix.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$40.7M - 407 part#501Fully Insured-$4.0M - 626 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 626 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Vision$3.7M
  • Prescription drug$3.7M
  • Life$285K
  • Short-term disability$285K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
Total $4.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $232K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PROCENTRIX RETIREMENT TRUST

401k

Assets$40.7M
Participants407
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCENTRIX, LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS

Premiums$4.0M
Covered lives626
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROCENTRIX RETIREMENT TRUST401k$40.7M4072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCENTRIX, LLC HEALTH & WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS$4.0M6262025
Retirement plans
Welfare plans
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