PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PROCESS EQUIPMENT, INC. DBA PROCESSBARRON
Sponsor portfolio

PROCESS EQUIPMENT, INC. DBA PROCESSBARRON

EIN 63-0799730-Latest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$614K premiums
Participants
707
P.O. BOX 1607 - PELHAM, AL 35124205-663-5330
Plans on this EIN
2 filings
#001401k-$20.5M - 456 part#505Mixed-$614K - 547 lives

Benefits portfolio analytics

1 plan / $614K premiums / 547 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$391K
  • Life$355K
  • Short-term disability$355K
  • Long-term disability$355K
  • Dental$169K
  • Vision$53K
Total $614K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA58%
  • DELTA DENTAL OF CALIFORNIA28%
  • VISION SERVICE PLAN9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
Total $614K4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • IMA, INC.64%
  • VALENT GROUP36%
Total $74K2 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

PROCESSBARRON 401(K) PLAN

401k

Assets$20.5M
Participants456
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

PROCESSBARRON HEALTH & WELFARE PLANS

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$614K
Covered lives547
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROCESSBARRON 401(K) PLAN401k$20.5M4562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505PROCESSBARRON HEALTH & WELFARE PLANSMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$614K5472025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica