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Sponsor portfolioTH

PENTA RESEARCH, INC.

EIN 63-1284082-defense & space-Latest filing 2025
Plans
3
Retirement
2
$68.8M assets
Welfare
1
$1.7M premiums
Participants
444
641 WYNN DRIVE, SUITE 104 - HUNTSVILLE, AL 35816256-837-5553pentaresearch.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
3 filings
#001401k-$44.6M - 197 part#002ESOP-$24.2M - 127 part#501Fully Insured-$1.7M - 120 lives

Retirement portfolio analytics

2 plans aggregated / $68.8M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • RESEARCH, INC. 401(K) (#001)65%
  • EMPLOYEE STOCK OWNERSHIP (#002)35%
Total $68.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RESEARCH, INC. 401(K) (#001)197
  • EMPLOYEE STOCK OWNERSHIP (#002)127
Total 324Click row to drill in

Benefits portfolio analytics

1 plan / $1.7M premiums / 120 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.7M
  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$229K
  • Vision$229K
  • Life$229K
  • +2 more
Total $1.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA14%
  • MANHATTANLIFE6%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COMMUNITY INSURANCE LLC100%
Total $55K1 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

PENTA RESEARCH, INC. 401(K) PLAN

401k

Assets$44.6M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PENTA RESEARCH INCORPORATED EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.2M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENTA RESEARCH, INC. BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ALABAMA

Premiums$1.7M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PENTA RESEARCH, INC. 401(K) PLAN401k$44.6M1972024
002PENTA RESEARCH INCORPORATED EMPLOYEE STOCK OWNERSHIP PLANESOP$24.2M1272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENTA RESEARCH, INC. BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ALABAMA$1.7M1202025
Retirement plans
Welfare plans
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