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Sponsor portfolio

PROCTORU

EIN 27-1893486-Latest filing 2025
Plans
2
Retirement
1
$22.2M assets
Welfare
1
$3.2M premiums
Participants
585
2200 RIVERCHASE CENTER, SUITE 600 - BIRMINGHAM, AL 35244919-270-2976
Plans on this EIN
2 filings
#001401k-$22.2M - 369 part#501Mixed-$3.2M - 379 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY5%
Total $3.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • VITA INSURANCE ASSOCIATES, INC.100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEAZURE LEARNING 401(K) PLAN

401k

Assets$22.2M
Participants369
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE PROCTORU EMPLOYEE BENEFIT PLAN

Mixed - BLUE CROSS AND BLUE SHIELD OF ALABAMA

Premiums$3.2M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEAZURE LEARNING 401(K) PLAN401k$22.2M3692024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE PROCTORU EMPLOYEE BENEFIT PLANMixedBLUE CROSS AND BLUE SHIELD OF ALABAMA$3.2M3792025
Retirement plans
Welfare plans
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