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Sponsor portfolio

TOM RICHARDS INC

EIN 34-1257334-semiconductors-Latest filing 2025
Plans
2
Retirement
1
$23.4M assets
Welfare
1
$157K premiums
Participants
633
38809 MENTOR AVENUE - WILLOUGHBY, OH 44094440-974-1300processtechnology.comLinkedIn201-500 employeessemiconductors
Plans on this EIN
2 filings
#002401k-$23.4M - 390 part#501Mixed-$157K - 330 lives

Benefits portfolio analytics

1 plan / $157K premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$157K
  • Life$137K
  • Long-term disability$137K
Total $157K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA87%
  • RECURO HEALTH, INC.13%
Total $157K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • THE JAMES B OSWALD COMPANY71%
  • CENTRO BENEFITS RESEARCH LLC29%
Total $24K2 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

PROCESS TECHNOLOGY INCENTIVE RETIREMENT PLAN

401k

Assets$23.4M
Participants390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCESS TECHNOLOGY MEDICAL, DENTAL, VISION AND WEEKLY DISABILITY BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$157K
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PROCESS TECHNOLOGY INCENTIVE RETIREMENT PLAN401k$23.4M3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCESS TECHNOLOGY MEDICAL, DENTAL, VISION AND WEEKLY DISABILITY BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$157K3302025
Retirement plans
Welfare plans
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