Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Stop-loss$2.1M
- Life$158K
- Short-term disability$158K
- Long-term disability$158K
- Dental$95K
- +1 more
Sponsor portfolio
PROFESSIONAL OFFICE SERVICES INC
EIN 42-0956287Latest filing 2025
Plans
2
Retirement
1
$54.3M assets
Welfare
1
$2.4M premiums
Participants
524
PO BOX 450 - WATERLOO, IA 507040450319-235-6777
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 297 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- RELIANCE STANDARD LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
67%top
- ZACH CORPORATION67%
- BROKERAGE SOLUTIONS INC18%
- PEDERSEN DOWIE CLABBY & MCCAUSLAND10%
- THE SINNOTT AGENCY5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN
401k
Assets$54.3M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROFESSIONAL OFFICE SERVICES INC EMPLOYEE BENEFIT PLAN
Fully Insured - WELLMARK BLUE CROSS BLUE SHIELD OF IOWA
Premiums$2.4M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROFESSIONAL OFFICE SERVICES, INC. 401(K) PLAN | 401k | $54.3M | 303 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROFESSIONAL OFFICE SERVICES INC EMPLOYEE BENEFIT PLAN | Fully Insured | WELLMARK BLUE CROSS BLUE SHIELD OF IOWA | $2.4M | 297 | 2025 |
Retirement plans
Welfare plans