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  2. P1 TECHNOLOGIES, INC
Sponsor portfolioTH

P1 TECHNOLOGIES, INC

EIN 54-1437569-consumer goods-Latest filing 2024
Plans
3
Retirement
2
$42.6M assets
Welfare
1
$2.3M premiums
Participants
952
6591 MERRIMAN RD SW - ROANOKE, VA 24018540-772-7950p1tec.comLinkedIn201-500 employeesconsumer goods
Plans on this EIN
3 filings
#001ESOP-$33.7M - 357 part#002401k-$8.9M - 340 part#501Mixed-$2.3M - 388 lives

Retirement portfolio analytics

2 plans aggregated / $42.6M assets / 697 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEE STOCK OWNERSHIP (#001)79%
  • TECHNOLOGIES, INC. 401(K) (#002)21%
Total $42.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)357
  • TECHNOLOGIES, INC. 401(K) (#002)340
Total 697Click row to drill in

Benefits portfolio analytics

1 plan / $2.3M premiums / 388 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$152K
  • Short-term disability$44K
  • Life$43K
  • Vision$28K
  • Long-term disability$21K
  • Other$17K
Total $2.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • ANTHEM LIFE INSURANCE COMPANY88%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • D&S LIFE AGENCY INC100%
Total $68K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

P1 TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$33.7M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

P1 TECHNOLOGIES, INC. 401(K) PLAN

401k

Assets$8.9M
Participants340
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

P1 TECHNOLOGIES, INC. FLEXIBLE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF VIRGINIA, INC.

Premiums$2.3M
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001P1 TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLANESOP$33.7M3572024
002P1 TECHNOLOGIES, INC. 401(K) PLAN401k$8.9M3402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501P1 TECHNOLOGIES, INC. FLEXIBLE BENEFITS PLANMixedANTHEM HEALTH PLANS OF VIRGINIA, INC.$2.3M3882024
Retirement plans
Welfare plans
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