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  2. PROPEL PEO, INC
Sponsor portfolio

PROPEL PEO, INC

EIN 20-5888849-Latest filing 2025
Plans
2
Retirement
1
$85.4M assets
Welfare
1
$28.6M premiums
Participants
4,870
669 N ACADEMY ST - GREENVILLE, SC 296012245
Plans on this EIN
2 filings
#333401k-$85.4M - 2,437 part#609Fully Insured-$28.6M - 4,807 lives

Benefits portfolio analytics

1 plan / $28.6M premiums / 4,807 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$24.9M
  • Dental$3.7M
  • Vision$3.7M
  • Life$3.7M
  • Short-term disability$3.7M
  • Long-term disability$3.7M
  • +1 more
Total $28.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $28.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • JAMES A SCOTT & SON INC58%
  • FINLEY STOKES INSURANCE AGENCY INC34%
  • JSMES A SCOTT & SON INC8%
Total $1.7M3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

PROPEL HR 401(K) PLAN

401k

Assets$85.4M
Participants2,437
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#609

PROPEL EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECHOICE HEALTHPLAN

Premiums$28.6M
Covered lives4,807
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333PROPEL HR 401(K) PLAN401k$85.4M2,4372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
609PROPEL EMPLOYEE BENEFITS PLANFully InsuredBLUECHOICE HEALTHPLAN$28.6M4,8072025
Retirement plans
Welfare plans
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