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Sponsor portfolio

COMPREHENSIVE SYSTEMS, INC.

EIN 42-0951695-electrical/electronic manufacturing-Latest filing 2025
Plans
4
Retirement
2
$8.0M assets
Welfare
2
$2.4M premiums
Participants
403
1700 CLARK STREET - CHARLES CITY, IA 50616641-257-3520LinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
4 filings
#001ProfitSharing-$4.9M - 83 part#002ProfitSharing-$3.1M - 72 part#503Mixed-$1.3M - 248 lives#504Fully Insured-$1.1M - 86 lives

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 155 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • REVENUE PLAN A (#001)61%
  • REVENUE PLAN B (#002)39%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REVENUE PLAN A (#001)83
  • REVENUE PLAN B (#002)72
Total 155Click row to drill in

Benefits portfolio analytics

2 plans / $2.4M premiums / 334 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.0M
  • Other$48K
  • Short-term disability$22K
  • Life$16K
  • Vision$14K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • DELTA DENTAL OF CALIFORNIA1%
  • ALLYHEALTH LLC1%
  • +1 more
Total $1.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • NORTH RISK PARTNERS LLC61%
  • JERRI J GREGORY20%
  • ASSUREDPARTNERS15%
  • AMANDA M GRIFFITH3%
  • JOSEPH MICHAEL EVANS0%
Total $10K5 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

COMPREHENSIVE SYSTEMS, INC. EXCESS REVENUE PLAN A

ProfitSharing

Assets$4.9M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMPREHENSIVE SYSTEMS, INC. EXCESS REVENUE PLAN B

ProfitSharing

Assets$3.1M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

COMPREHENSIVE SYSTEMS, INC HEALTH AND WELFARE PLAN

Mixed - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.3M
Covered lives248
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

COMPREHENSIVE SYSTEMS, INC. GROUP HEALTH INSURANCE PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$1.1M
Covered lives86
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COMPREHENSIVE SYSTEMS, INC. EXCESS REVENUE PLAN AProfitSharing$4.9M832025
002COMPREHENSIVE SYSTEMS, INC. EXCESS REVENUE PLAN BProfitSharing$3.1M722025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503COMPREHENSIVE SYSTEMS, INC HEALTH AND WELFARE PLANMixedWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$1.3M2482025
504COMPREHENSIVE SYSTEMS, INC. GROUP HEALTH INSURANCE PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$1.1M862024
Retirement plans
Welfare plans
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