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Sponsor portfolio

PROTERRA POWERED LLC

EIN 93-4129563-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$886K premiums
Participants
795
1815 ROLLINS ROAD - BURLINGAME, CA 94010864-438-0000
Plans on this EIN
2 filings
#001401k-$18.1M - 492 part#501Mixed-$886K - 538 lives

Benefits portfolio analytics

1 plan / $886K premiums / 538 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$594K
  • Short-term disability$259K
  • Long-term disability$259K
  • Life$254K
  • Dental$249K
  • Vision$42K
Total $886K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA65%
  • DELTA DENTAL OF CALIFORNIA28%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $886K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $138K1 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

PROTERRA POWERED LLC 401(K) PLAN

401k

Assets$18.1M
Participants492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PROTERRA POWERED LLC HEALTH & WELFARE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$886K
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PROTERRA POWERED LLC 401(K) PLAN401k$18.1M4922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PROTERRA POWERED LLC HEALTH & WELFARE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$886K5382025
Retirement plans
Welfare plans
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