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Sponsor portfolio

AC PRO, INC.

EIN 33-0206092-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$6.4M premiums
Participants
1,323
9409 BUFFALO AVENUE - RANCHO CUCAMONGA, CA 91730951-360-0630
Plans on this EIN
2 filings
#001401k-$23.3M - 639 part#501Fully Insured-$6.4M - 778 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 778 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Dental$6.1M
  • Vision$6.1M
  • Prescription drug$6.1M
  • Life$255K
  • Long-term disability$255K
  • +1 more
Total $6.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • UNITEDHEALTHCARE INSURANCE COMPANY96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $6.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • GREGORY & APPEL, INC.96%
  • NATIONAL BENEFIT CENTER3%
  • WATCHTOWER BENEFITS, LLC1%
Total $282K3 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

AC PRO 401(K) RETIREMENT PLAN

401k

Assets$23.3M
Participants639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AC PRO, INC. WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.4M
Covered lives778
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AC PRO 401(K) RETIREMENT PLAN401k$23.3M6392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AC PRO, INC. WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.4M7782025
Retirement plans
Welfare plans
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