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Sponsor portfolio

PRESIDIO, LLC

EIN 41-1254123-Latest filing 2025
Plans
2
Retirement
1
$468.8M assets
Welfare
1
$5.6M premiums
Participants
6,429
12100 SUNSET HILLS ROAD, SUITE 300 - RESTON, VA 20190848-260-2644
Plans on this EIN
2 filings
#001401k-$468.8M - 3,925 part#501Mixed-$5.6M - 6,023 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 6,023 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.0M
  • Dental$2.6M
  • Life$2.5M
  • Long-term disability$2.5M
  • Vision$1.5M
  • Short-term disability$16K
Total $5.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • DELTA DENTAL OF CALIFORNIA46%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA44%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
Total $5.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • BROKER NOT PROVIDED50%
  • JAMES R NELLIGAN & ASSOCIATES LLC30%
  • ALTERITY BROKER SOLUTIONS11%
  • MARSH & MCLENNAN AGENCY LLC9%
  • MATTHEW E VAHUE0%
Total $243K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PRESIDIO LLC 401(K) PLAN

401k

Assets$468.8M
Participants3,925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRESIDIO, INC. EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF NEW YORK

Premiums$5.6M
Covered lives6,023
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PRESIDIO LLC 401(K) PLAN401k$468.8M3,9252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRESIDIO, INC. EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF NEW YORK$5.6M6,0232025
Retirement plans
Welfare plans
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