Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$852K
- Prescription drug$852K
- Life$195K
- Other$195K
- Dental$106K
- Long-term disability$106K
- +2 more
Sponsor portfolio
PROFORMANCE ASSOCIATES, INC.
EIN 68-0007693Latest filing 2025
Plans
2
Retirement
1
$10.4M assets
Welfare
1
$1.1M premiums
Participants
321
1766 LOCUST STREET, 2ND FLOOR - WALNUT CREEK, CA 94596925-746-3815
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 183 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- KAISER FOUNDATION HEALTH PLAN INC81%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- ANTHEM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
52%top
- ASSUREDPARTNERS52%
- VARIOUS - SEE ATTACHED39%
- CENTERSTONE INSURANCE AND FINANCIAL9%
- ENROLLEASE0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE OPRW 401(K) PLAN
401k
Assets$10.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROFORMANCE ASSOCIATES, INC. WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.1M
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE OPRW 401(K) PLAN | 401k | $10.4M | 183 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROFORMANCE ASSOCIATES, INC. WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.1M | 183 | 2025 |
Retirement plans
Welfare plans