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Sponsor portfolioTH

PERFORMANCE SERVICES, INC.

EIN 35-2047928-construction-Latest filing 2025
Plans
2
Retirement
1
$52.2M assets
Welfare
1
$557K premiums
Participants
660
4670 HAVEN POINT BOULEVARD, SUITE 200 - INDIANAPOLIS, IN 46280317-819-1358performanceservices.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$52.2M - 349 part#510Mixed-$557K - 835 lives

Benefits portfolio analytics

1 plan / $557K premiums / 835 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$369K
  • Vision$369K
  • Life$188K
  • Long-term disability$188K
  • Other$188K
Total $557K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • DELTA DENTAL OF CALIFORNIA66%
  • SYMETRA LIFE INSURANCE COMPANY34%
Total $557K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCASCIO HADDEN & DENNIS LLC100%
Total $73K1 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

PERFORMANCE SERVICES, INC. THRIFT PLAN

401k

Assets$52.2M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

PERFORMANCE SERVICES, INC. WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF INDIANA

Premiums$557K
Covered lives835
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERFORMANCE SERVICES, INC. THRIFT PLAN401k$52.2M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510PERFORMANCE SERVICES, INC. WELFARE BENEFIT PLANMixedDELTA DENTAL OF INDIANA$557K8352025
Retirement plans
Welfare plans
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