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Sponsor portfolio

PIONEER TECHNICAL SERVICES, INC.

EIN 81-0474175-individual & family services-Latest filing 2024
Plans
3
Retirement
2
$47.2M assets
Welfare
1
$1.2M premiums
Participants
417
PO BOX 3445 - BUTTE, MT 597023445406-782-5177LinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001401k-$29.4M - 149 part#002ESOP-$17.8M - 140 part#501Fully Insured-$1.2M - 160 lives

Retirement portfolio analytics

2 plans aggregated / $47.2M assets / 289 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • PLAN AND TRUST (#002)38%
Total $47.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)149
  • PLAN AND TRUST (#002)140
Total 289Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Health$1.1M
  • Dental$1.1M
  • Vision$63K
  • Life$63K
  • Long-term disability$63K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • PIONEER TECHNICAL SERVICES, INC.0%
Total $46K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PIONEER TECHNICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$29.4M
Participants149
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PIONEER TECHNICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$17.8M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PIONEER TECHNICAL SERVICES, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$1.2M
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PIONEER TECHNICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN401k$29.4M1492024
002PIONEER TECHNICAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$17.8M1402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PIONEER TECHNICAL SERVICES, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF MONTANA$1.2M1602024
Retirement plans
Welfare plans
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