PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. INTEGRATED PROCUREMENT TECHNOLOGIES, INC.
Sponsor portfolio

INTEGRATED PROCUREMENT TECHNOLOGIES, INC.

EIN 77-0424537-defense & space-Latest filing 2025
Plans
3
Retirement
2
$132.9M assets
Welfare
1
$1.2M premiums
Participants
366
7230 HOLLISTER AVE - GOLETA, CA 93117805-682-0842iptsb.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
3 filings
#002ESOP-$119.3M - 126 part#001401k-$13.5M - 133 part#501Fully Insured-$1.2M - 192 lives

Retirement portfolio analytics

2 plans aggregated / $132.9M assets / 259 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#002)90%
  • 401(K) RETIREMENT PLAN (#001)10%
Total $132.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)133
  • EMPLOYEE STOCK OWNERSHIP (#002)126
Total 259Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 192 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$124K
  • Vision$124K
  • Life$124K
  • Long-term disability$124K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • NIPPON LIFE INSURANCE COMPANY OF AMERICA90%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • DIGITAL INSURANCE LLC95%
  • CENTRO BENEFITS RESEARCH LLC5%
Total $94K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

IPT EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$119.3M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

IPT 401(K) RETIREMENT PLAN

401k

Assets$13.5M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

INTEGRATED PROCUREMENT TECHNOLOGIES HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - NIPPON LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.2M
Covered lives192
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002IPT EMPLOYEE STOCK OWNERSHIP PLANESOP$119.3M1262025
001IPT 401(K) RETIREMENT PLAN401k$13.5M1332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501INTEGRATED PROCUREMENT TECHNOLOGIES HEALTH AND WELFARE BENEFITS PLANFully InsuredNIPPON LIFE INSURANCE COMPANY OF AMERICA$1.2M1922025
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