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Sponsor portfolioTH

PROCACCI BROTHERS

EIN 23-1489642-wholesale-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.2M premiums
Participants
3,856
3333 SOUTH FRONT STREET - PHILADELPHIA, PA 19148215-463-8000procaccibrothers.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#002401k-$7.0M - 3,575 part#501Mixed-$1.2M - 313 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.0M
  • Life$93K
  • Long-term disability$93K
  • Other$93K
  • Vision$25K
  • Dental$21K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BROKERAGE CONCEPTS, INC.88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN2%
  • AETNA LIFE INSURANCE COMPANY2%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • INCENTIVE SYSTEMS INC64%
  • GIS BENEFITS INC24%
  • HUB INTERNATIONAL MIDWEST LIMITED7%
  • FNA INSURANCE SERVICES INC4%
Total $23K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PROCACCI BROS. SALES CORPORATION 401(K) PLAN

401k

Assets$7.0M
Participants3,575
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCACCI BROTHERS WELFARE BENEFIT PLAN

Mixed - BROKERAGE CONCEPTS, INC.

Premiums$1.2M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PROCACCI BROS. SALES CORPORATION 401(K) PLAN401k$7.0M3,5752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCACCI BROTHERS WELFARE BENEFIT PLANMixedBROKERAGE CONCEPTS, INC.$1.2M3132025
Retirement plans
Welfare plans
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