Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.5M
- Dental$5.5M
- Long-term disability$804K
- Life$759K
- Other$759K
- Short-term disability$445K
- +1 more
Sponsor portfolio
PRO DIRECTIONAL
EIN 33-1173262oil & energyLatest filing 2025
Plans
2
Retirement
1
$18.5M assets
Welfare
1
$7.6M premiums
Participants
752
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.6M premiums / 6,588 covered livesCarrier market share
Premium dollars by Schedule A carrier
73%top
- BLUE CROSS OF CALIFORNIA73%
- STANDARD INSURANCE COMPANY26%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
- PROFESSIONAL DIRECTIONAL ENTERPRISE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRO DIRECTIONAL 401(K) PLAN
401k
Assets$18.5M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROFESSIONAL DIRECTIONAL ENTERPRISES EMPLOYEE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$7.6M
Covered lives6,588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRO DIRECTIONAL 401(K) PLAN | 401k | $18.5M | 375 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROFESSIONAL DIRECTIONAL ENTERPRISES EMPLOYEE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $7.6M | 6,588 | 2025 |
Retirement plans
Welfare plans