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Sponsor portfolio

PROCEPT BIOROBOTICS CORPORATION

EIN 26-0199180-medical devices-Latest filing 2025
Plans
2
Retirement
1
$38.9M assets
Welfare
1
$17.9M premiums
Participants
1,693
150 BAYTECH DRIVE - SAN JOSE, CA 95134650-232-7200procept-biorobotics.comLinkedIn201-500 employeesmedical devices
Plans on this EIN
2 filings
#001401k-$38.9M - 833 part#501Fully Insured-$17.9M - 1,662 lives

Benefits portfolio analytics

1 plan / $17.9M premiums / 1,662 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.2M
  • Prescription drug$17.2M
  • Dental$13.2M
  • Other$645K
  • Life$436K
  • Short-term disability$436K
  • +2 more
Total $17.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • AETNA LIFE INSURANCE COMPANY76%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • MODERN HEALTH1%
  • VISION SERVICE PLAN1%
  • +1 more
Total $17.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • ABD INS. AND FINANCIAL SVCS., INC.96%
  • VITA INSURANCE ASSOCIATES, INC.4%
Total $34K2 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

PROCEPT BIOROBOTICS CORPORATION 401(K) PLAN

401k

Assets$38.9M
Participants833
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCEPT BIOROBOTICS EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$17.9M
Covered lives1,662
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROCEPT BIOROBOTICS CORPORATION 401(K) PLAN401k$38.9M8332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCEPT BIOROBOTICS EMPLOYEE HEALTH AND WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE COMPANY$17.9M1,6622025
Retirement plans
Welfare plans
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