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Sponsor portfolioTH

PROFESSIONAL FINANCE COMPANY, INC.

EIN 84-0997320-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$45K premiums
Participants
280
5754 W 11TH ST STE 100 - GREELEY, CO 806344811970-347-5339
Plans on this EIN
2 filings
#001401k-$7.8M - 135 part#601Mixed-$45K - 139 lives

Benefits portfolio analytics

1 plan / $45K premiums / 139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$20K
  • Short-term disability$20K
  • Other$20K
  • Vision$13K
  • Dental$12K
Total $45K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY45%
  • VISION SERVICE PLAN28%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
Total $45K3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • SHIRAZI-MILLER BENEFITS LLC74%
  • CENTERSTONE INSURANCE AND FINANCIAL24%
  • GCG FINANCIAL LLC1%
Total $15K3 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

PROFESSIONAL FINANCE COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.8M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#601

PROFESSIONAL FINANCE COMPANY WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$45K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROFESSIONAL FINANCE COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$7.8M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
601PROFESSIONAL FINANCE COMPANY WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$45K1392025
Retirement plans
Welfare plans
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