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Sponsor portfolio

PROSPERITY SERVICE GROUP LLC

EIN 35-2491143-Latest filing 2025
Plans
2
Retirement
1
$51.5M assets
Welfare
1
$1.9M premiums
Participants
974
10 S. JEFFERSON STREET, SUITE 1702 - ROANOKE, VA 24011800-848-5433
Plans on this EIN
2 filings
#006401k-$51.5M - 433 part#501Mixed-$1.9M - 588 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 588 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Dental$330K
  • Vision$330K
  • Other$290K
  • Life$213K
  • Long-term disability$143K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
59%top
  • HCC LIFE INSURANCE COMPANY59%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY24%
  • UNITEDHEALTHCARE INSURANCE COMPANY17%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • JAMES A SCOTT & SON INC45%
  • FMLASOURCE INC29%
  • WATCHTOWER BENEFITS, LLC18%
  • MERITAIN HEALTH9%
Total $38K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

PROSPERITY SERVICE GROUP, LLC 401(K) PLAN

401k

Assets$51.5M
Participants433
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROSPERITY SERVICE GROUP LLC EMPLOYEE BENEFITS PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
006PROSPERITY SERVICE GROUP, LLC 401(K) PLAN401k$51.5M4332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROSPERITY SERVICE GROUP LLC EMPLOYEE BENEFITS PLANMixedHCC LIFE INSURANCE COMPANY$1.9M5882025
Retirement plans
Welfare plans
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