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Sponsor portfolio

PLANNED SYSTEMS INTERNATIONAL, INC.

EIN 52-1576690-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$106.9M assets
Welfare
1
$1.3M premiums
Participants
3,033
10632 LITTLE PATUXENT PARKWAY, SUITE 200 - COLUMBIA, MD 21044443-832-5014plan-sys.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$106.9M - 1,967 part#503Fully Insured-$1.3M - 1,267 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$447K
  • Dental$447K
  • Life$349K
  • Long-term disability$214K
  • Short-term disability$205K
  • Other$147K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY58%
  • UNITEDHEALTHCARE INSURANCE COMPANY34%
  • EYEMED VISION CARE5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • MARSH & MCLENNAN AGENCY LLC47%
  • GIS BENEFITS INC42%
  • NFP INSURANCE SERVICES INC10%
Total $196K3 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

PLANNED SYSTEMS INTERNATIONAL, INC. 401(K) PLAN

401k

Assets$106.9M
Participants1,967
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PLANNED SYSTEMS INTERNATIONAL, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTCHCARE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PLANNED SYSTEMS INTERNATIONAL, INC. 401(K) PLAN401k$106.9M1,9672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PLANNED SYSTEMS INTERNATIONAL, INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTCHCARE INSURANCE COMPANY$1.3M1,2672025
Retirement plans
Welfare plans
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