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Sponsor portfolio

PROCONEX

EIN 23-1439311-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$89.7M assets
Welfare
1
$3.9M premiums
Participants
753
103 ENTERPRISE DRIVE - ROYERSFORD, PA 19468610-495-1835proconexdirect.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
2 filings
#005401k-$89.7M - 461 part#503Mixed-$3.9M - 524 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$3.6M
  • Health$3.6M
  • Prescription drug$3.6M
  • Other$368K
  • Dental$365K
  • Life$365K
  • +1 more
Total $3.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • ASSUREDPARTNERS92%
  • UNIVEST INSURANCE INC8%
Total $185K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE PROCONEX GROUP 401K PLAN

401k

Assets$89.7M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EMPLOYEE WELFARE BENEFITS PLAN FOR EMPLOYEES OF PROCONEX, INC. AND AFFILIATED EMPLOYERS

Mixed - INDEPENDENCE BLUE CROSS

Premiums$3.9M
Covered lives524
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005THE PROCONEX GROUP 401K PLAN401k$89.7M4612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EMPLOYEE WELFARE BENEFITS PLAN FOR EMPLOYEES OF PROCONEX, INC. AND AFFILIATED EMPLOYERSMixedINDEPENDENCE BLUE CROSS$3.9M5242025
Retirement plans
Welfare plans
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