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Sponsor portfolio

PRO-SPECTUS, INC.

EIN 27-0293696-pharmaceuticals-Latest filing 2025
Plans
2
Retirement
1
$6.2M assets
Welfare
1
$1.3M premiums
Participants
329
412 OLIVE AVE, STE 271 - HUNTINGTON BEACH, CA 92648877-877-0096pro-spectus.comLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
2 filings
#002401k-$6.2M - 208 part#501Fully Insured-$1.3M - 361 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 361 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$234K
  • Vision$234K
  • Life$234K
  • Short-term disability$234K
  • Long-term disability$234K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HAUSER INC81%
  • CENTRO BENEFITS RESEARCH LLC9%
  • M. FINANCIAL HOLDINGS INCORPORATED7%
  • FREESTONE FINANCIAL, LLC4%
Total $124K4 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

PRO-SPECTUS, INC 401(K) PLAN

401k

Assets$6.2M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRO-SPECTUS, LLC EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PRO-SPECTUS, INC 401(K) PLAN401k$6.2M2082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRO-SPECTUS, LLC EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.3M3612025
Retirement plans
Welfare plans
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