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Sponsor portfolio

PROCESS DISTRIBUTION GROUP

EIN 71-1043927-computer software-Latest filing 2024
Plans
3
Retirement
2
$43.0M assets
Welfare
1
$1.2M premiums
Participants
675
5225 HELLYER AVE, SUITE 250 - SAN JOSE, CA 95138408-328-2740LinkedIn201-500 employeescomputer software
Plans on this EIN
3 filings
#005ESOP-$41.5M - 357 part#006401k-$1.5M - 153 part#501Fully Insured-$1.2M - 227 lives

Retirement portfolio analytics

2 plans aggregated / $43.0M assets / 510 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • EMPLOYEE STOCK OWNERSHIP (#005)97%
  • PDG 401(K) (#006)3%
Total $43.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#005)357
  • PDG 401(K) (#006)153
Total 510Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.1M
  • Health$1.1M
  • Dental$1.1M
  • Prescription drug$1.1M
  • Life$60K
  • Long-term disability$60K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EYEMED VISION CARE2%
  • TELADOC1%
  • COMPSYCH0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • GALLAGHER BENEFIT SERVICES, INC.99%
  • UNKNOWN1%
Total $102K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

PDG EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$41.5M
Participants357
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

PDG 401(K) PLAN

401k

Assets$1.5M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCESS DISTRIBUTION GROUP HEALTH & WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005PDG EMPLOYEE STOCK OWNERSHIP PLANESOP$41.5M3572024
006PDG 401(K) PLAN401k$1.5M1532024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCESS DISTRIBUTION GROUP HEALTH & WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M2272024
Retirement plans
Welfare plans
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