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Sponsor portfolio

PROCESS INSIGHTS, INC.

EIN 82-2531633-Latest filing 2025
Plans
2
Retirement
1
$17.0M assets
Welfare
1
$3.1M premiums
Participants
433
14400 HOLLISTER ST. , SUITE 800B - HOUSTON, TX 77066484-368-6926theprocessfitness.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$17.0M - 255 part#501Fully Insured-$3.1M - 242 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 242 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Dental$2.8M
  • Vision$2.8M
  • Life$67K
  • Other$58K
  • +2 more
Total $3.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • KAISER FOUNDATION HEALTH PLAN INC5%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $3.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • AON CONSULTING INC69%
  • COLONIAL LIFE & ACCIDENT30%
  • THE PAUL REVERE LIFE INSURANCE0%
  • MARSH & MCLENNAN AGENCY LLC-0%
Total $18K4 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

PROCESS INSIGHTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN

401k

Assets$17.0M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROCESS INSIGHTS EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.1M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROCESS INSIGHTS, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN401k$17.0M2552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROCESS INSIGHTS EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.1M2422025
Retirement plans
Welfare plans
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