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Sponsor portfolio

PRO MACH, INC.

EIN 58-2402604-Latest filing 2025
Plans
2
Retirement
1
$485.8M assets
Welfare
1
$7.3M premiums
Participants
7,130
50 EAST RIVERCENTER BLVD., SUITE 1800 - COVINGTON, KY 41011513-831-8778
Plans on this EIN
2 filings
#002401k-$485.8M - 4,327 part#501Mixed-$7.3M - 5,929 lives

Benefits portfolio analytics

1 plan / $7.3M premiums / 5,929 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.8M
  • Dental$2.2M
  • Other$1.4M
  • Life$1.3M
  • Long-term disability$672K
  • Vision$270K
Total $7.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
38%top
  • GRANULAR INSURANCE COMPANY38%
  • DELTA DENTAL OF CALIFORNIA30%
  • SECURIAN LIFE INSURANCE COMPANY18%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • +1 more
Total $7.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • HAVENS & COMPANY INC52%
  • TERENCE HAVENS33%
  • AEGIS RISK LLC15%
Total $338K3 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

PRO MACH, INC. RETIREMENT SAVINGS PLAN

401k

Assets$485.8M
Participants4,327
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PRO MACH, INC. EMPLOYEE BENEFITS PLAN

Mixed - GRANULAR INSURANCE COMPANY

Premiums$7.3M
Covered lives5,929
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PRO MACH, INC. RETIREMENT SAVINGS PLAN401k$485.8M4,3272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PRO MACH, INC. EMPLOYEE BENEFITS PLANMixedGRANULAR INSURANCE COMPANY$7.3M5,9292025
Retirement plans
Welfare plans
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