Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROPONENT, INC.
EIN 95-2770000aviation & aerospaceLatest filing 2025
Plans
3
Retirement
2
$561.5M assets
Welfare
1
$3.6M premiums
Participants
1,331
3120 ENTERPRISE ST - BREA, CA 928216236714-223-5447proponent.comLinkedIn501-1000 employeesaviation & aerospace
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $561.5M assets / 978 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.6M premiums / 685 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Dental$1.1M
- Other$145K
- Short-term disability$137K
- Life$134K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- LIFE INSURANCE COMPANY OF NORTH AMERICA4%
- EYEMED VISION CARE1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Broker market share
Schedule A broker compensation
99%top
- USI INSURANCE SERVICES LLC99%
- DREW W. NAPOLIN AND ASSOCIATES1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PROPONENT EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$542.8M
Participants526
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PROPONENT 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$18.7M
Participants452
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PROPONENT EMPLOYEE HEALTH BENEFITS PLAN
Fully Insured - CIGNA HEALTHCARE OF CALIFORNIA
Premiums$3.6M
Covered lives685
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PROPONENT EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $542.8M | 526 | 2025 | |
| 001 | PROPONENT 401(K) RETIREMENT SAVINGS PLAN | 401k | $18.7M | 452 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PROPONENT EMPLOYEE HEALTH BENEFITS PLAN | Fully Insured | CIGNA HEALTHCARE OF CALIFORNIA | $3.6M | 685 | 2024 |
Retirement plans
Welfare plans