Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROBITY, INC.
EIN 47-2933881information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$57.4M assets
Welfare
1
$553K premiums
Participants
510
754 ELDEN STREET, SUITE 201 - HERNDON, VA 20170571-730-0020probity.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $57.4M assets / 368 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $553K premiums / 628 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$282K
- Other$282K
- Dental$271K
- Short-term disability$244K
- Long-term disability$244K
- Vision$38K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- DELTA DENTAL OF CALIFORNIA49%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY44%
- METROPOLITAN LIFE INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
85%top
- KEYSTONE INSURANCE & BENEFITS GROUP85%
- HERNDON-RESTON INSURANCE AGENCY INC15%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PROBITY INC. 401(K) PROFIT SHARING PLAN
401k
Assets$50.5M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PROBITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.9M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROBITY, INC. HEALTH AND WELFARE PLAN
Mixed - DELTA DENTAL OF VIRGINIA
Premiums$553K
Covered lives628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROBITY INC. 401(K) PROFIT SHARING PLAN | 401k | $50.5M | 194 | 2024 | |
| 001 | PROBITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.9M | 174 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROBITY, INC. HEALTH AND WELFARE PLAN | Mixed | DELTA DENTAL OF VIRGINIA | $553K | 628 | 2025 |
Retirement plans
Welfare plans