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Sponsor portfolio

PROGRESSIVE SERVICES INC DBA PROGRESSIVE ROOFING

EIN 86-0345657-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$1.9M premiums
Participants
1,988
23 NORTH 35TH AVENUE - PHOENIX, AZ 85009602-278-4900
Plans on this EIN
2 filings
#001401k-$13.0M - 1,101 part#501Mixed-$1.9M - 1,405 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,405 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$880K
  • Stop-loss$834K
  • Life$403K
  • Long-term disability$128K
  • Vision$81K
Total $1.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • COMPANION LIFE INSURANCE COMPANY42%
  • VISION SERVICE PLAN4%
  • AETNA LIFE INSURANCE COMPANY1%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M & O AGENCIES INC100%
Total $145K1 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

PROGRESSIVE SERVICES, INC. 401(K) SALARY REDUCTION PLAN

401k

Assets$13.0M
Participants1,101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROGRESSIVE SERVICES, INC. D/B/A PROGRESSIVE ROOFING EMPLOYEE BENEFIT PLAN

Mixed - COMPANION LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives1,405
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROGRESSIVE SERVICES, INC. 401(K) SALARY REDUCTION PLAN401k$13.0M1,1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROGRESSIVE SERVICES, INC. D/B/A PROGRESSIVE ROOFING EMPLOYEE BENEFIT PLANMixedCOMPANION LIFE INSURANCE COMPANY$1.9M1,4052025
Retirement plans
Welfare plans
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