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  2. PROSOC, INC. DBA PROFICIO
Sponsor portfolio

PROSOC, INC. DBA PROFICIO

EIN 80-0655413-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$1.2M premiums
Participants
240
P.O. BOX 710130 - SAN DIEGO, CA 92171858-999-9344
Plans on this EIN
2 filings
#001401k-$3.1M - 85 part#501Fully Insured-$1.2M - 155 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$970K
  • Vision$970K
  • Life$54K
  • Short-term disability$54K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • KAISER FOUNDATION HEALTH PLAN INC14%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $170K1 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

PROFICIO 401(K) PLAN

401k

Assets$3.1M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH & WELFARE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.2M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROFICIO 401(K) PLAN401k$3.1M852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH & WELFAREFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.2M1552024
Retirement plans
Welfare plans
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