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  2. SYSTEMS PLANNING AND ANALYSIS, INC.
Sponsor portfolio

SYSTEMS PLANNING AND ANALYSIS, INC.

EIN 52-0956951-defense & space-Latest filing 2024
Plans
2
Retirement
1
$428.3M assets
Welfare
1
$2.2M premiums
Participants
4,621
2001 N. BEAUREGARD STREET - ALEXANDRIA, VA 223111739703-931-3500spa.comLinkedIn1001-5000 employeesdefense & space
Plans on this EIN
2 filings
#002401k-$428.3M - 3,117 part#503Mixed-$2.2M - 1,497 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Life$2.0M
  • Short-term disability$2.0M
  • Long-term disability$2.0M
  • Health$82K
  • Prescription drug$57K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY93%
  • ARAG INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT3%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • CBIZ BENEFITS & INSURANCE SERVICES9%
Total $76K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$428.3M
Participants3,117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

SYSTEMS PLANNING AND ANALYSIS, INC. HEALTH & WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives1,497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SYSTEMS PLANNING AND ANALYSIS, INC. PROFIT SHARING PLAN AND TRUST401k$428.3M3,1172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503SYSTEMS PLANNING AND ANALYSIS, INC. HEALTH & WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$2.2M1,4972024
Retirement plans
Welfare plans
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