Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROGRESSIVE AE, INC.
EIN 38-1752417Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$86.0M assets
Welfare
1
$444K premiums
Participants
1,110
1811 4 MILE ROAD NORTHEAST - GRAND RAPIDS, MI 495252442616-361-2664
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $86.0M assets / 773 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $444K premiums / 493 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$213K
- Other$106K
- Short-term disability$75K
- Life$62K
- Long-term disability$48K
- Vision$2K
Carrier market share
Premium dollars by Schedule A carrier
48%top
- DELTA DENTAL OF CALIFORNIA48%
- UNITED OF OMAHA LIFE INSURANCE COMPANY42%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- PINE REST1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
82%top
- ACRISURE LLC82%
- BALLARD FINANCIAL LLC6%
- CENTRO BENEFITS RESEARCH LLC6%
- HYLANT GROUP INC2%
- FRANCES LYNN MCCARTER1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN
401k
Assets$63.7M
Participants409
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PROGRESSIVE AE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$22.2M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROGRESSIVE AE EMPLOYEE BENEFITS PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$444K
Covered lives493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROGRESSIVE AE FLEXIBLE COMPENSATION PLAN | 401k | $63.7M | 409 | 2025 | |
| 003 | PROGRESSIVE AE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.2M | 364 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROGRESSIVE AE EMPLOYEE BENEFITS PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $444K | 493 | 2025 |
Retirement plans
Welfare plans