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  2. EOSYS GROUP, INC.
Sponsor portfolioTH

EOSYS GROUP, INC.

EIN 62-1475873-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$121.1M assets
Welfare
1
$2.5M premiums
Participants
755
140 WEAKLY LN. - SMYRNA, TN 37167615-355-7200
Plans on this EIN
3 filings
#001401k-$61.9M - 305 part#002ESOP-$59.2M - 229 part#502Fully Insured-$2.5M - 228 lives

Retirement portfolio analytics

2 plans aggregated / $121.1M assets / 534 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • GROUP 401K PLAN (#001)51%
  • EMPLOYEE STOCK OWNERSHIP (#002)49%
Total $121.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP 401K PLAN (#001)305
  • EMPLOYEE STOCK OWNERSHIP (#002)229
Total 534Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Other$128K
  • Life$107K
  • Long-term disability$98K
  • Short-term disability$66K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN1%
  • FIRST STOP HEALTH1%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MATTHEW B MORASKI69%
  • DIGITAL INSURANCE LLC24%
  • CENTRO BENEFITS RESEARCH LLC7%
Total $141K3 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

EOSYS GROUP 401K PLAN

401k

Assets$61.9M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PREMIER SYSTEM INTEGRATORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.2M
Participants229
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE EOSYS GROUP, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.5M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EOSYS GROUP 401K PLAN401k$61.9M3052025
002PREMIER SYSTEM INTEGRATORS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$59.2M2292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE EOSYS GROUP, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.5M2282025
Retirement plans
Welfare plans
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